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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
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
  • AZ RA
    APPROVED
    Since 2026-08-19
  • SC RA
    APPROVED
    Since 2026-07-20
  • KS RA
    APPROVED
    Since 2020-04-27
  • MT RA
    APPROVED
    Since 2020-04-22
  • UT RA
    APPROVED
    Since 2020-04-22
  • WI RA
    APPROVED
    Since 2020-04-22
  • CO RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2010 → Present
    Lpl Financial Llc
    Denver, CO
  • 04/2015 → Present
    Denver, CO
  • 09/2019 → Present
    Hub International
    Denver, CO
  • 10/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
Other Businesses

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%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-20
S63 Uniform Securities Agent State Law Examination 2006-05-01
  • S65 Uniform Investment Adviser Law Examination
    2007-02-20
  • S63 Uniform Securities Agent State Law Examination
    2006-05-01
Other Names
  • Corey Whitehead

View on SEC IAPD

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