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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-01 |
| NH | RA | APPROVED | 2022-08-04 |
| VT | RA | APPROVED | 2022-07-28 |
| MA | RA | APPROVED | 2021-11-17 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
300 Ballardvale Street, Wilmington, MA 01887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lexington | MA | 07/2016 | 03/2017 |
| Global Retirement Partners | San Rafael | CA | 07/2016 | 03/2017 |
| Alpha Pension Group Inc | Lexington | MA | 08/2016 | 03/2017 |
| Unemployed | Arlington | MA | 04/2017 | 07/2017 |
| Retirement & Benefit Partners | Barrington | RI | 08/2017 | 09/2018 |
| Bcg Pension Risk Consultants | Braintree | MA | 08/2017 | 09/2018 |
| Summit Financial Group | Burlington | MA | 09/2018 | 10/2021 |
| Commonwealth Financial Network | Waltham | MA | 10/2018 | 10/2021 |
| Lpl Financial Llc | Wilmington | MA | 11/2021 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2021 | Present |
1)09/28/2021 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/28/2021 - HUB International - Owner - Non-Inv Rel - Wilmington, MA - Start: 09/2018 - 50 Hr/Mth 3)09/28/2021 - Rental Property - Real Estate Rental, Owner - Inv Rel - Campton, NH - Start: 10/2021 - 2 Hr/Mth 4) 12/21/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/2021 - 50 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 50 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. 5) 12/21/2021 - Global Retirement Partners - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/2021 - 50 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-22 |
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