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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
DC RA APPROVED 2015-12-10
MD RA APPROVED 2015-12-09
VA RA APPROVED 2015-11-16
  • DC RA
    APPROVED
    Since 2015-12-10
  • MD RA
    APPROVED
    Since 2015-12-09
  • VA RA
    APPROVED
    Since 2015-11-16

Branch Locations

8300 Greensboro Drive, Suite 700, Mclean, VA 22102 • United States

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

Disclosures

2 disclosure categories 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Mclean VA 11/2012 Present
Global Retirement Partners, Llc Mclean VA 11/2015 Present
Lash Luv, Inc. Ashburn VA 06/2016 09/2021
  • 11/2012 → Present
    Lpl Financial Llc
    Mclean, VA
  • 11/2015 → Present
    Mclean, VA
  • 06/2016 → 09/2021
    Lash Luv, Inc.
    Ashburn, VA
Previous Registrations
Other Businesses

1. 09/19/2012 - Tennis Instruction - NOT INV REL - Teacher/Instructor - 5% TIME SPENT - Owner. Private and group tennis lessons 2. 09/19/2012 - Washington Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 100% TIME SPENT 3. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying my practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 4. 9/13/2019 - HUB International - DBA: Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is purchasing my practice and will now be 100% owner. 5. 9/26/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - Serve as an Investment Advisor Representative under the Global Retirement Partners RIA. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other related financial consulting. 6. 10/14/2019 - Global Retirement Partners, LLC - DBA: Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/13/2019 - 160 Hours Per Month During Securities Trading - Financial Plans, Investment Advisory for Fixed Fees. 7. 4/16/2021 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 160 Hours Per Month During Securities Trading. 8. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Started 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting. 9. 12/03/2024 - Clarkfarmhouse LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/07/2024 - 30 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-24
S63 Uniform Securities Agent State Law Examination 2005-06-30
  • S65 Uniform Investment Adviser Law Examination
    2006-03-24
  • S63 Uniform Securities Agent State Law Examination
    2005-06-30

View on SEC IAPD

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