Daniel Alcala

Current Employers

Employment History

• 06/2015 → 12/2016
  Foothill Securities, Inc.
  Santa Clara, CA
• 12/2016 → 03/2018
  Securities America, Inc.
  Santa Clara, CA
• 12/2016 → 03/2018
  Securities America Advisors
  Pleasanton, CA
• 05/2018 → 09/2018
  Securities America, Inc.
  Santa Cruz, CA
• 05/2018 → 09/2018
  Securities America Advisors
  Santa Cruz, CA
• 10/2018 → 03/2019
  Securities America, Inc.
  San Jose, CA
• 10/2018 → 03/2019
  Securities America Advisors
  San Jose, CA
• 03/2019 → 12/2019
  E*Trade Securities Llc
  Roseville, CA
• 03/2019 → 12/2019
  E*Trade Capital Management Llc
  Roseville, CA
• 02/2020 → Present
  Lpl Financial, Llc
  San Rafael, CA
• 02/2021 → Present
  Hub International
  San Rafael, CA
• 02/2021 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2019-03-22 → 2020-01-02
  Harrisdirect Llc
  Roseville, CA
  Arlington, VA
• 2018-10-16 → 2019-03-14
  Securities America Advisors, Inc.
  San Jose, CA
• 2018-05-16 → 2018-09-04
  Securities America Advisors, Inc.
  Santa Cruz, CA
• 2016-12-13 → 2018-03-16
  Securities America Advisors, Inc.
  Pleasanton, CA
  San Jose, CA
• 2015-07-03 → 2016-12-09
  Foothill Securities, Inc.
  Santa Clara, CA
  Livermore, CA
  Santa Clara, CA
  Orlando, FL
  Phoenix, AZ
• 2014-12-23 → 2015-06-30
  Bancwest Investment Services, Inc.
  San Francisco, CA
  South San Francisco, CA
  Daly City, CA
  San Francisco, CA

Other Businesses

1) 2021-02-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - GRP FINANCIAL / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-01-29 - hrs/mth - hrs/mth during trading 2) 2021-02-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - GLOBAL RETIREMENT PARTNERS / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-01-29 - hrs/mth - hrs/mth during trading 3) 2021-02-02 - HUB INTERNATIONAL - Outside/W-2 Employment - Y - 4340 Redwood Highway, Suite B60, San Rafael, CA 94903 - 2021-01-29 - 160hrs/mth - 8hrs/mth during trading 4) 2021-02-17 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2021-01-29 - 40hrs/mth - 8hrs/mth during trading 5) 2021-03-26 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Alcala Wealth Management / none - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-03-25 - 40hrs/mth - 2hrs/mth during trading 6) 2021-03-29 - none - Non-Variable Insurance - Y - at reported business location(s) - 2021-03-25 - 5hrs/mth - 0hrs/mth during trading 7) 2021-04-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - HUB Retirement and Wealth Management / HUB International - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-04-15 - 160hrs/mth - 160hrs/mth during trading 8) 2021-05-07 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Global Retirement Partners, LLC - Registered Investment Advisor DBA - Y - at reported business location(s) - 2021-04-22 - hrs/mth - hrs/mth during trading -

Exams

• S66 Uniform Combined State Law Examination
  2014-12-22
• S63 Uniform Securities Agent State Law Examination
  2005-08-01

Other Names

• Dan Alcala