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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
MA RA APPROVED 2025-05-07
  • MA RA
    APPROVED
    Since 2025-05-07

Branch Locations

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

16 Chestnut Street, #101, Foxborough, MA 02035 • 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
Financial Engines Advisors L.L.C. Boston MA 04/2011 07/2021
Financial Engines Advisors L.L.C. Santa Clara CA 07/2021 02/2023
Unemployed North Easton MA 02/2023 10/2023
Silicon Valley Bank Boston MA 10/2023 04/2024
Unemployed North Easton MA 04/2024 06/2024
Hub International Foxboro MA 06/2024 Present
Lpl Financial Llc Foxboro MA 09/2024 03/2025
Lpl Financial Llc Foxboro MA 04/2025 Present
Global Retirement Partners, Llc San Rafael CA 04/2025 Present
  • 04/2011 → 07/2021
    Financial Engines Advisors L.L.C.
    Boston, MA
  • 07/2021 → 02/2023
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 02/2023 → 10/2023
    Unemployed
    North Easton, MA
  • 10/2023 → 04/2024
    Silicon Valley Bank
    Boston, MA
  • 04/2024 → 06/2024
    Unemployed
    North Easton, MA
  • 06/2024 → Present
    Hub International
    Foxboro, MA
  • 09/2024 → 03/2025
    Lpl Financial Llc
    Foxboro, MA
  • 04/2025 → Present
    Lpl Financial Llc
    Foxboro, MA
  • 04/2025 → Present
    San Rafael, CA
Previous Registrations
  • 2011-05-23 → 2023-02-27
    Boston, MA
    Boston, MA
    Easton, MA
  • 2007-04-30 → 2009-01-15
    Adviser Investments
    Newton, MA
Other Businesses

1 - 04/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Inv Related - 160 Hours/Month - 8 Hours During Trading - MA 02035 - OBA Start Date: 8/9/2024. 2 - 04/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 3 - 05/02/2025 -HUB RETIREMENT AND WEAL TH MANAGEMENT - Registered Investment Advisor DBA - Investment Related - At reported business location(s) - Start Date: - 6/24/2024 -160 Hrs/Mth - 8 Hrs During Trading. 4 - 05/02/2025 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Investment Related - At reported business location(s) - Start Date: - 9/13/2024 - 160 Hrs/Mth - 8 Hrs During Trading. - I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-17
S65 Uniform Investment Adviser Law Examination 2007-04-24
  • S63 Uniform Securities Agent State Law Examination
    2025-04-17
  • S65 Uniform Investment Adviser Law Examination
    2007-04-24

View on SEC IAPD

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