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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-08-15 |
Branch Locations
1100 Centennial Parkway, Suite 300, Sandy, UT 84070 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokrage Services, Inc | Salt Lake City | UT | 04/2000 | 10/2018 |
| Nfp | Lehi | UT | 04/2019 | 06/2022 |
| Kestra Financial, Inc. | Lehi | UT | 05/2019 | 06/2022 |
| Unemployed | Lehi | UT | 11/2018 | 03/2019 |
| Hub International | Sandy | UT | 06/2022 | Present |
| Lpl Financial | Sandy | UT | 08/2022 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2022 | Present |
1) 8/2022 - DBA FOR LPL BUSINESS - HUB RETIREMENT AND WEALTH MANAGEMENT - INVESTMENT RELATED - SANDY, UT 84070 2) 8/2022 - OTHER - HUB INTERNATIONAL INVESTMENT SERVICES INC - NOT INVESTMENT RELATED - SANDY, UT 84070 3) 8/2022 - DBA FOR LPL BUSINESS - GRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT - INVESTMENT RELATED - SANDY, UT 84070 4) 8/2022 - OUTSIDE EMPLOYMENT - HUB INTERNATIONAL - INVESTMENT RELATED - SANDY, UT 84070
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-14 |
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