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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-19 |
| SC | RA | APPROVED | 2026-07-20 |
| KS | RA | APPROVED | 2020-04-27 |
| MT | RA | APPROVED | 2020-04-22 |
| UT | RA | APPROVED | 2020-04-22 |
| WI | RA | APPROVED | 2020-04-22 |
| CO | RA | APPROVED | 2015-04-15 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
4600 S. Ulster St. Suite 550, Denver, CO 80237 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Denver | CO | 11/2010 | Present |
| Global Retirement Partners, Llc | Denver | CO | 04/2015 | Present |
| Hub International | Denver | CO | 09/2019 | Present |
| Hub International Investment Services | Kansas City | MO | 10/2025 | Present |
1. 12/201 - MRP-inv. related -DBA for LPL Business (entity for LPL business)- inv. related- Denver, CO 2)12/2021 - MRP, a division of HUB International - DBA for LPL Business (entity for LPL business)- inv. related- Denver, CO 3) 12/2021- Hub Retirement and Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Denver, CO 4)12/2021- HUB INTERNATIONAL- EVP and RIA- Outside/W-2 Employment- inv. related- Denver, CO - start date 9/13/2019- 160hrs/mth 5)12/2021- HUB International- Other- Accomodation Broker/Dealer- inv. related- Denver, CO- start date 9/13/2021- 160hrs/mth 6) 12/21/2021 - Global Retirement Partners - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 9-13-2019 - 160 Hours Per Month - Time Spent 100%. 7) 12/21/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03-2001 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 3/2001. 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. 8) 12/21/2021 - MRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 3-2001 - 160 Hours Per Month - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-01 |
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