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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2020-03-17 |
| MS | RA | APPROVED | 2020-03-04 |
| CT | RA | APPROVED | 2020-02-26 |
| TN | RA | APPROVED | 2020-02-26 |
Branch Locations
5100 Poplar Avenue, Suite 2300, Memphis, TN 38137 • 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 |
|---|---|---|---|---|
| Mml Investors Services | Memphis | TN | 10/2012 | 02/2020 |
| Massmutual Financial Group | Memphis | TN | 10/2012 | 02/2020 |
| Lpl Financial, Llc | Memphis | TN | 02/2020 | Present |
| Global Retirement Partners, Llc | Memphis | TN | 02/2020 | Present |
| Hub International Investment Services | Kansas City | MO | 08/2025 | Present |
1. 01/01/2000 - GRANT ADVISORY, LP/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ MEMPHIS, TN. 2. 07/01/2016 - AEGIS RETIREMENT GROUP LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 95%/ MEMPHIS, TN 3. 01/01/2001 - WALTER GRANT/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ MEMPHIS, TN 4. 3/2/2020 - Global Retirement Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/3/2020 - 150 Hours Per Month During Securities Trading - Time Spent 95% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 150 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. 5. 3/2/2020 - Global Retirement Partners, LLC - DBA: (Hybrid) Aegis Retirement Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 2/2020 - 150 Hours Per Month During Securities Trading - Time Spent 95%. 6. 04/27/2022 - Aegis Retirement Group, a division of HUB Retirement - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/30/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-28 |
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