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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-15 |
| UT | RA | APPROVED | 2015-05-01 |
| ID | RA | APPROVED | 2015-04-01 |
Branch Locations
45 West 10000 South #106, Sandy, UT 84070 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Sandy | UT | 01/2014 | 12/2019 |
| Global Retirement Partners, Llc | Sandy | UT | 04/2015 | 08/2021 |
| Lpl Financial Llc | Sandy | UT | 08/2021 | Present |
| Hub International Investment Services | Kansas City | MO | 08/2025 | Present |
1.08/23/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MRP, a division of HUB International; Investment Related; at Reported Business Location(s); Start Date 01/01/2015; hrs/mth; hrs during trading 2.08/23/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name HUB International Investment Services; Investment Related; at Reported Business Location(s); Start Date 09/01/2019; hrs/mth; hrs during trading 3.08/23/2021; HUB International Investment Services; Outside/W-2 Employment; Not Investment Related; ; Start Date 09/01/2019; hrs/mth; hrs during trading 4.08/23/2021; HUISH ZACHORY & TIFFANY TRUST; Act in a Fiduciary Capacity; Investment Related; ; Start Date 01/01/2015; hrs/mth; hrs during trading 5.09/01/2021; (Hybrid) MRP, a division of HUB International; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/01/2015; 160hrs/mth; 8hrs during trading; 6.09/01/2021; (Hybrid) HUB International Investment Services; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/01/2015; 160hrs/mth; 8hrs during trading; 7.09/01/2021; (Hybrid) Global Retirement Partners, LLC / Global Retirement Partners, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/01/2015; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2015. 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. 8.10/14/2021; Atlas Hodl, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 11/01/2021; 3hrs/mth; 0hrs during trading 9.09/28/2023; Pitchbook Podcast; Other - Podcast Host; Not Investment Related; Eagle Mountain,UT; Start Date 09/14/2023; 4hrs/mth; 0hrs during trading 10.02/14/2024; Toldjya; Other - Podcast; Investment Related; Suite 400 Sandy,UT; Start Date 03/01/2024; 4hrs/mth; 4hrs during trading 11.06/21/2024; HUB International Investment Services Inc; Other - Accomodation Broker; Investment Related; Sandy,UT; Start Date 06/15/2024; 0hrs/mth; 0hrs during trading 12.07/14/2025; Steel Peak Studio, LLC; Other - Business Owner; Not Investment Related; Eagle Mountain,UT; Start Date 04/01/2024; 8hrs/mth; 0hrs during trading 13.08/27/2025; None; Other - City Council; Not Investment Related; Eagle Mountain,UT; Start Date 01/01/2026; 10hrs/mth; 0hrs during trading 14.08/25/2026; Fortun Technologies; Business Owner; Not Investment Related; Eagle Mountain,UT; Start Date 07/23/2026; 10hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-13 |
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