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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-16 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1445 Research Blvd, Suite 340, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Insurance Exchange | Rockville | MD | 04/2009 | 03/2018 |
| Commonwealth Financial Network | Waltham | MA | 04/2009 | 10/2025 |
| Hub International Investment Services, Inc. | Rockville | MD | 03/2018 | Present |
| The Insurance Exchange, A Division Of Hub International | Rockville | MD | 03/2018 | Present |
| Lpl Financial Llc | Rockville | MD | 10/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2025 | Present |
1. 10/16/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date: 5/4/2008 2. 10/16/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - 150 Hrs/Mth - 7.5 Hrs During Trading - ROCKVILLE, MD 20850 - OBA Start Date: 02/01/2019 3. 10/22/2025 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - OBA Start Date: 10/16/2025 - 160hrs/mnth 8hr during Trading. I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2025. 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. 4. 10/22/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - OBA Start Date: 2/1/2019 - 160hrs/mnth 8hr during Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-07 |
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