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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
CA RA APPROVED 2015-01-09
  • CA RA
    APPROVED
    Since 2015-01-09

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • 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
Lpl Financial, Llc San Rafael CA 09/2014 Present
Global Retirement Partners Llc San Rafael CA 09/2014 Present
Hub International, Inc. Chicago IL 09/2019 Present
  • 09/2014 → Present
    Lpl Financial, Llc
    San Rafael, CA
  • 09/2014 → Present
    San Rafael, CA
  • 09/2019 → Present
    Hub International, Inc.
    Chicago, IL
Other Businesses

1. 9/23/2014: GRP FINANCIAL - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 4/15/2019 - GLOBAL RETIREMENT PARTNERS, LLC - DBA: GRP Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Start Date: 04/05/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 04/05/2019. 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. 3. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/15/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB is buying the RIA. Role will remain the same but will now be an employee of Hub International. 4. 4/15/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 6/22/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/15/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 4/2019. 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. 6. 6/22/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/1/2021.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-05
  • S66 Uniform Combined State Law Examination
    2014-12-05
Other Names
  • Aimee B. Price

View on SEC IAPD

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