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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2015-12-10 |
| MD | RA | APPROVED | 2015-12-09 |
| VA | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-30 |
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