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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
FL RA APPROVED 2025-06-09
CT RA APPROVED 2023-05-02
TX RA APPROVED 2023-05-02
  • FL RA
    APPROVED
    Since 2025-06-09
  • CT RA
    APPROVED
    Since 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-02

Branch Locations

1305 Morgan Stanley Ave, Unit 122, Winter Park, FL 32789 • 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
Voya Financial Advisors Windsor CT 09/2014 01/2020
Ameriprise Financial Services Inc Putnam CT 01/2020 05/2023
Lpl Financial Llc Windsor CT 05/2023 Present
Global Retirement Partners, Llc San Rafael CA 05/2023 Present
Hub International Investment Services Kansas City MO 11/2025 Present
  • 09/2014 → 01/2020
    Voya Financial Advisors
    Windsor, CT
  • 01/2020 → 05/2023
    Ameriprise Financial Services Inc
    Putnam, CT
  • 05/2023 → Present
    Lpl Financial Llc
    Windsor, CT
  • 05/2023 → Present
    San Rafael, CA
  • 11/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
Other Businesses

1) 3/2023 - ALPHA PENSION GROUP, A DIV OF HUB NEW ENGLAND / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 3/2023 - HUB INTERNATIONAL / Outside/W-2 Employment / Not Investment Related / Windsor CT / Start date - 05/01/2023 / 160 Hours per month 3) 3/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 4) 05/05/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 5/1/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 5) 05/05/2023 - ALPHA PENSION GRP, A DIV OF HUB NEW ENGLAND - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 5/1/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 6) 05/05/2023 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 5/1/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2023. 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. 7) 12/05/2025 - BSMG - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/03/2025 - 3 hours per month/ during trading 8) 01/06/2026 - ST Collectibles - Business Owner - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 12/19/2025 - 5 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-16
S63 Uniform Securities Agent State Law Examination 2006-03-20
  • S65 Uniform Investment Adviser Law Examination
    2011-12-16
  • S63 Uniform Securities Agent State Law Examination
    2006-03-20
Other Names
  • Stefan Nabih Sabbagh
  • Stefan Nabih Sabbagh

View on SEC IAPD

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