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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
DE RA APPROVED 2025-10-02
MD RA APPROVED 2025-10-02
NJ RA APPROVED 2025-10-02
NY RA APPROVED 2025-10-02
PA RA APPROVED 2025-10-02
VA RA APPROVED 2025-10-02
  • DE RA
    APPROVED
    Since 2025-10-02
  • MD RA
    APPROVED
    Since 2025-10-02
  • NJ RA
    APPROVED
    Since 2025-10-02
  • NY RA
    APPROVED
    Since 2025-10-02
  • PA RA
    APPROVED
    Since 2025-10-02
  • VA RA
    APPROVED
    Since 2025-10-02

Branch Locations

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

228 W Gay Street, West Chester, PA 19380 • 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
Securian Financial Services Inc St Paul MN 03/2004 09/2019
Minnesota Life Insurance Company St Paul MN 03/2004 09/2019
Legacy Planning West Chester PA 03/2004 Present
Pa Piston'S Brokerage West Chester PA 09/2003 07/2018
Commonwealth Financial Network Watham MA 10/2019 10/2025
Hub International Investment Services Inc. Kansas City MO 11/2024 Present
Lpl Financial Llc West Chester PA 10/2025 Present
Global Retirement Partners, Llc San Rafael CA 10/2025 Present
  • 03/2004 → 09/2019
    Securian Financial Services Inc
    St Paul, MN
  • 03/2004 → 09/2019
    Minnesota Life Insurance Company
    St Paul, MN
  • 03/2004 → Present
    Legacy Planning
    West Chester, PA
  • 09/2003 → 07/2018
    Pa Piston'S Brokerage
    West Chester, PA
  • 10/2019 → 10/2025
    Watham, MA
  • 11/2024 → Present
    Hub International Investment Services Inc.
    Kansas City, MO
  • 10/2025 → Present
    Lpl Financial Llc
    West Chester, PA
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
  • 2019-10-01 → 2025-10-02
    West Chester, PA
  • 2012-02-23 → 2019-10-07
    Securian Financial Services, Inc.
    West Chester, PA
    West Chester, PA
  • 2002-07-24 → 2004-03-15
    New England Securities
    Wayne, PA
Other Businesses

1) 09/2025 - HUB INTERNATIONAL / Outside/W-2 Employment / Non Inv Related / West Chester PA 19380 / Start date 11/01/2024 - 160 hrs per month - 100% time spent 2) 09/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 3) 09/2025 - ASH BROKERAGE / Non-Variable Insurance / Inv Related / Fort Wayne, IN 46802 / Start date 10/1/2019 - 5 hrs per month - 5% time spent 4) 09/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 5) 09/2025 - CRC HOLDING COMPANY LLC / Real Estate Rental / Inv Related / WEST CHESTER, PA 19380 / Start date 3/1/2018 6) 10/08/2025- GLOBAL RETIREMENT PARTNERS- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading- I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2025. 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. 7) 10/08/2025- HUB RETIREMENT AND WEALTH MANAGEMENT- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading 8) 10/08/2025- LEGACY PLANNING, A HUB INTERNATIONAL COMPANY- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-08
  • S63 Uniform Securities Agent State Law Examination
    1998-01-08
Designations

View on SEC IAPD

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