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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
AZ RA APPROVED 2015-09-08
WA RA APPROVED 2015-08-26
CO RA APPROVED 2015-08-25
OH RA APPROVED 2015-08-21
CA RA APPROVED 2015-08-07
  • AZ RA
    APPROVED
    Since 2015-09-08
  • WA RA
    APPROVED
    Since 2015-08-26
  • CO RA
    APPROVED
    Since 2015-08-25
  • OH RA
    APPROVED
    Since 2015-08-21
  • CA RA
    APPROVED
    Since 2015-08-07

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

5973 Avenida Encinas, Suite 304, Carlsbad, CA 92008 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Carlsbad CA 06/2015 Present
Global Retirement Partners Llc Carlsbad CA 02/2015 Present
Hub International, Inc. Chicago IL 09/2019 Present
  • 06/2015 → Present
    Lpl Financial Llc
    Carlsbad, CA
  • 02/2015 → Present
    Carlsbad, CA
  • 09/2019 → Present
    Hub International, Inc.
    Chicago, IL
Previous Registrations
Other Businesses

1. 6/18/2015 - GRP Financial - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date: 10/01/2014 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 9/15/2015 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - START DATE: 05/01/2015 TIME SPENT 100%. 3. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/15/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB is buying the RIA. Role will remain the same but will now be an employee of HUB International. 4. 4/15/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 1/1/2021 - Advisor will service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-05
  • S66 Uniform Combined State Law Examination
    2014-02-05
Other Names
  • Daran Daniel Alcantar

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