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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
228 W Gay Street, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 06/2016 | 09/2019 |
| Minnestoa Life Insurance Co | St Paul | MN | 06/2016 | 09/2019 |
| Legacy Planning Partners | West Chester | PA | 06/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | 10/2025 |
| Hub International Investment Services Inc. | Kansas City | MO | 11/2024 | Present |
| Lpl Financial Llc | West Chester | PA | 10/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2025 | Present |
1) 10/01/2025- HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business)/ Inv Related / At reported business location (s) - Start Date: 6/1/2025. 2) 10/01/2025- HUB IN TERNATIONAL / Outside/W-2 Employment / Non Inv Related / West Chester, PA 19380 / Start date 11/01/2024 -0 Hrs/Mth - Hrs During Trading. 3) 10/01/2025- LEGACY PLANNING, A HUB INTERNATIONAL COMPANY / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date: 6/1/2025. 4) 10/08/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:6/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 5) 10/08/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:6/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 6) 10/08/2025 - GLOBAL RETIREMENT PARTNERS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:6/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 6/2025. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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