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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-30 |
| CT | RA | APPROVED | 2026-02-23 |
| VA | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED_RES | 2023-06-06 |
| MD | RA | APPROVED | 2023-06-05 |
Branch Locations
1445 Research Blvd., Suite 340, Rockville, MD 20850 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bethesda | MD | 04/2017 | 07/2019 |
| Strategic Financial Associates | Bethesda | MD | 09/2015 | 07/2019 |
| Eagle Strategies Llc | Bethesda | MD | 06/2017 | 07/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 06/2023 |
| Hub International/Mid-Atlantic | Rockville | MD | 07/2019 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2023 | Present |
| Lpl Financial Llc | Rockville | MD | 08/2023 | Present |
1) 08/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/2023 - HUB INTERNATIONAL, MID-ATLANTIC / Non-Variable Insurance / Inv. Related / Rockville, MD / Start date 08/16/2023 - 5 Hrs per month 3) 08/2023 - HUB INTERNATIONAL / Outside/W-2 Employment / Not Investment Related / Rockville, MD / Start date 08/16/2023 - 5 Hrs per month 4) 08/31/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/16/2023 - 160 Hours Per Month - 8 Hours During Trading 5) 08/31/2023 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/16/2023 - 160 Hours Per Month - 8 Hours During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 8/2023. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-13 |
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