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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 | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2018-06-06 |
| VA | RA | APPROVED | 2015-11-13 |
Branch Locations
8300 Greensboro Drive Suite 700, Mclean, VA 22102 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 disclosure category 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 |
1. 09/19/2012: CADRE - NOT INV REL - Networking Company - 50% OF TIEM SPENT - FOUNDER AND CEO OF A NETWORKLING WEBSITE 2. 09/19/2012 - Non-Variable Insurance - INV REL - Agent for term, life, whole life and disability - NO TIME SPENT 3. 09/19/2012 - WASHINGTON FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 4. 04/30/2013 - NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - NO TIME SPENT - AGENT. INS TYPES: TERM LIFE, WHOLE LIFE, DISABILITY 5. 09/03/2015 - CADRE - NOT INV REL - AUTHOR - START 05/04/2014 - NO TIME SPENT - AUTHOR OF "NETWORKING IS NOT WORKING". COMPLETED BOOK IN 2014. 6. 11/17/2015 - Global Retirement Partners, LLC - INV REL - 1410 Spring Hill Road, Suite 425, McLean, VA 22102 - Registered Investment Advisor Hybrid - START 10/01/2015 - 10 HOURS PER MONTH, 3 DURING TRADING - IAR. 7. 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. 8. 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. 9. 9/26/2019 - Global Retirement Partners, LLC - DBA: Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 10. 11/12/2019 - HUB International Investment Services Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Start Date: 10/31/2019 - 0 Hours Per Month - Only registered with this entity to receive compensation from payments paid to this entity from LPL. 11. 4/16/2021 - 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. 12. 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 - Start Date: 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. 13. 02/20/2026 - CADRE - Other - Networking Group - Not Investment Related - Arlington, VA - Start Date 06/01/2018 - 40 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-12 |
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