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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
PA RA APPROVED 2022-05-02
  • PA RA
    APPROVED
    Since 2022-05-02

Branch Locations

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

500 Commerce Drive, Suite 100, Moon Township, PA 15108 • 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
Raymond James Financail Services, Inc Moon Township PA 09/2017 04/2022
Raymons James Finacial Services, Inc Moon Township PA 05/2017 09/2017
University Of Akron Akron OH 01/2013 05/2017
Open Airplane New York NY 05/2016 09/2016
Heritage Wealth Managment Moon Township PA 05/2013 05/2017
Raymond James Financial Services Advisor, Inc Moon Township PA 02/2018 05/2022
Heritage Wealth Management Llc Moon Township PA 06/2016 04/2022
Lpl Financial Llc Moon Township PA 05/2022 Present
Hub International Chicago IL 06/2022 Present
Global Retierment Partners Moon Township PA 06/2022 Present
  • 09/2017 → 04/2022
    Raymond James Financail Services, Inc
    Moon Township, PA
  • 05/2017 → 09/2017
    Raymons James Finacial Services, Inc
    Moon Township, PA
  • 01/2013 → 05/2017
    University Of Akron
    Akron, OH
  • 05/2016 → 09/2016
    Open Airplane
    New York, NY
  • 05/2013 → 05/2017
    Heritage Wealth Managment
    Moon Township, PA
  • 02/2018 → 05/2022
    Raymond James Financial Services Advisor, Inc
    Moon Township, PA
  • 06/2016 → 04/2022
    Heritage Wealth Management Llc
    Moon Township, PA
  • 05/2022 → Present
    Lpl Financial Llc
    Moon Township, PA
  • 06/2022 → Present
    Hub International
    Chicago, IL
  • 06/2022 → Present
    Global Retierment Partners
    Moon Township, PA
Previous Registrations
Other Businesses

1) 05/2022 - Heritage Wealth Management Group, a division of HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 05/2022 - HUB International - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) 3) 05/2022 - HUB International Investment Services, Inc. - Accommodation Broker/Dealer - Non-Inv Rel - At Reported Business Location(s) 4) 05/2022 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 5) 07/27/2022 - Heritage Wealth Mgmt Group, a division of HUB - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 06/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 6) 07/27/2022 - Global Retirement Partners, LLC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 05/02/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC., an independent investment advisor firm. I started this business activity in 5/2022. 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 - Finnell Freight - Other - Trucking - Not Investment Related - Home Based - Start Date 11/10/2025 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-02
  • S66 Uniform Combined State Law Examination
    2018-02-02
Other Names
  • Ryan Michael Finnell

View on SEC IAPD

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