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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-06
  • IL RA
    APPROVED
    Since 2023-11-06

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

707 Skokie Blvd, Suite 400, Northbrook, IL 60062 • United States

Hub Investment Partners, Llc

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-06
  • IL RA
    APPROVED
    Since 2023-11-06

Branch Locations

707 Skokie Blvd, Suite 400, Northbrook, IL 60062 • United States

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbor Capital Advisors, Inc Chicago IL 05/2004 11/2020
Hub International Limited Chicago IL 06/2021 Present
Brian Collins Independent Consulting Chicago IL 12/2020 05/2021
  • 05/2004 → 11/2020
    Harbor Capital Advisors, Inc
    Chicago, IL
  • 06/2021 → Present
    Hub International Limited
    Chicago, IL
  • 12/2020 → 05/2021
    Brian Collins Independent Consulting
    Chicago, IL
Previous Registrations
  • 2022-06-27 → 2026-03-30
    Taylor Advisors, Inc., A Hub International Company
    Northbrook, IL
    Louisville, KY
  • 2022-06-27 → 2026-03-30
    Hub Investment Advisors, Inc
    Omaha, NE
    Northbrook, IL
  • 2022-06-27 → 2025-01-29
    Millennium Advisory Services, Inc.
    Northbrook, IL
    Glen Allen, VA
  • 2022-06-27 → 2023-11-06
    Hub International Investment Services Inc.
    Northbrook, IL
    San Rafael, CA
  • 2022-06-27 → 2022-10-25
    Sheridan Road Advisors, Llc, A Hub International Company
    Northbrook, IL
Designations

View on SEC IAPD

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