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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
NV RA APPROVED 2026-07-15
UT RA APPROVED 2015-05-01
ID RA APPROVED 2015-04-01
  • NV RA
    APPROVED
    Since 2026-07-15
  • UT RA
    APPROVED
    Since 2015-05-01
  • ID RA
    APPROVED
    Since 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

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
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
  • 01/2014 → 12/2019
    Lpl Financial Llc
    Sandy, UT
  • 04/2015 → 08/2021
    Sandy, UT
  • 08/2021 → Present
    Lpl Financial Llc
    Sandy, UT
  • 08/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
  • 2015-01-14 → 2015-05-01
    Sandy, UT
  • 2008-03-07 → 2014-04-25
    Sandy, UT
    Des Moines, IA
    Salt Lake City, UT
    Salt Lake City, UT
    Sandy, UT
  • 2007-04-02 → 2007-11-12
    Morgan Stanley & Co. Llc
    South Jordan, UT
  • 2004-11-03 → 2007-04-02
    Morgan Stanley Dw Inc.
    Salt Lk Cty, UT
    West Valley, UT
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-27
S63 Uniform Securities Agent State Law Examination 2003-02-13
  • S65 Uniform Investment Adviser Law Examination
    2004-09-27
  • S63 Uniform Securities Agent State Law Examination
    2003-02-13
Designations

View on SEC IAPD

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