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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-18 |
| MA | RA | APPROVED | 2025-06-05 |
| FL | RA | APPROVED | 2025-06-04 |
| PA | RA | APPROVED | 2025-05-02 |
| NJ | RA | APPROVED | 2025-05-01 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
3837 Nw Boca Raton Blvd., Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Coral Springs | FL | 10/2015 | Present |
| Collaborative Wealth Management, Inc. | Lake Mary | FL | 10/2015 | 04/2018 |
| Great Valley Advisor Group, Inc. | Coral Springs | FL | 04/2018 | 05/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 05/2025 | Present |
| Hub International Investment Services, Inc. | Kansas City | MO | 05/2025 | Present |
1. 11/6/2015 - Prestige Title Agency - Investment Related - 130 Pompton Avenue, Verona, NJ - Non-Variable Insurance - Started 01/01/2013 - 0 Hours Per Month - Title Insurance, Non-Variable, Fixed Annuities. 2) 11/06/2015 - CollaborativeWEALTH Southeast LLC - Investment Related - DBA for LPL Business (entity for LPL business) - Coral Springs, FL - Start Date:11/1/2015 - 150 Hrs/Mth - 0 Hrs During Trading. 3) 02/03/2016 - Doyle Insurance, Inc. - Investment Related - Non-Variable Insurance - Coral Springs, FL - Start Date:12/01/2015 - 20 Hrs/Mth - 20 Hrs During Trading. 4) 2/3/2016: RRCA, LLC - Investment Related - 130 Pompton Ave, Verona NJ 07044 - Real Estate Rental - Started 01/15/2016 - 0 Hours Per Month. - 10851 NW 72 Pl Parkland FL 33076 5) 02/03/2016 - RRCA, LLC. - Investment Related - Business Entity For Tax/Investment Purposes Only - Verona NJ - Start Date:01/15/2016 - 5 Hrs/Mth - 0 Hrs During Trading. 6) 06/23/2016 - FSEDnet - Investment Related - Outside/W-2 Employment - Springs FL - Start Date:06/07/2016 - 4 Hrs/Mth - 0 Hrs During Trading. 7. 02/28/2017 - Highland Brokerage - Non Investment Related - Non-Variable Insurance - Coral Springs, FL - Start Date:01/09/2017 - 15 Hrs/Mth -15 Hrs During Trading. 8. 10/4/2017 - Prestige Wealth Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/05/2017 - 50 Hours Per Month/40 Hours During Securities Trading. 9. 5/9/2018 - Presitge Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/03/2018 - 160 Hours Per Month/4 Hours During Securities Trading. 10. 05/04/2023 - RRCA, LLC - Investment Related - Marshfield, MA - Real Estate Rental - Start Date 05/01/2023 - 2 Hours Per Month/40 Hours During Securities Trading 11. 05/14/2025 - Global Retirement Partners - Registered Investment Advisor Hybrid - Inv related - At Reported Business Location(s) - Start Date:05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 1 hour 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. 12) 05/14/2025 - Prestige Wealth Partners a hub Int'l Co. - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 13) 05/06/2025 - Prestige Wealth Partners a hub international company - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start Date:05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 14) 05/06/2025 - HUB internationl - Investment Related - Outside/W-2 Employment - Start Date:05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-10 |
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