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Account
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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-15 |
| MA | RA | APPROVED | 2025-03-27 |
| OH | RA | APPROVED | 2025-01-30 |
| AZ | RA | APPROVED | 2022-07-27 |
| CA | RA | APPROVED | 2022-07-18 |
Branch Locations
201 South Lake Ave, Suite 401, Pasadena, CA 91101 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED_RES | 2024-10-02 |
Branch Locations
201 South Lake Ave, Suite 401, Pasadena, CA 91101 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Pasadena | CA | 06/2014 | 07/2022 |
| City National Bank | Pasadena | CA | 10/2018 | 07/2022 |
| Lpl Financial Llc | Pasadena | CA | 07/2022 | 08/2024 |
| Global Retirement Partners Llc | San Rafael | CA | 07/2022 | Present |
| Hub Investment Partners, Llc | Austin | TX | 10/2024 | Present |
1)06/13/2022 - HUB International Insurance Services Inc. - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 2)06/13/2022 - HUB International - Financial Professional - Non-Inv Rel - At Reported Business Location(s) 3)06/13/2022 - HUB International Investment Services, Inc. - Accommodation Broker/Dealer - Non-Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-08 |
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