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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-16 |
Branch Locations
835 N Post Street, Suite 203, Spokane, WA 99201 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Spokane | WA | 06/2015 | Present |
| Longbow Financial Services | Spokane | WA | 06/2015 | 01/2017 |
| Global Retirement Partners, Llc | San Rafael | CA | 01/2025 | Present |
| Hub International, Inc. | Chicago | IL | 02/2024 | Present |
1. 06/2020 - DBA for LPL Business (entity for LPL business) - Longbow Financial Services - INVESTMENT RELATED - SPOKANE, WA 99201 2. 03/01/2024 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 160 Hours Per Month/ 40 Hours During Trading 3. 03/01/2024 - Longbow Financial Services, A HUB International Co - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 16012 Hours Per Month/ 8 Hours During Trading 4. 04/02/2024 - HUB International - Other - Outside Employment - Consultant - Not Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 37 Hours Per Month/ During Trading 5. 09/24/2024 - Longbow Financial Services, A HUB Int'l Co - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/16/2024 - 0 Hours Per Month/ During Trading 6. 09/24/2024 - Global Retirement Partners - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 01/16/2024 - 0 Hours Per Month/ During Trading - I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 1 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. 10/18/2024 - HUB Retirement and Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/16/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-22 |
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