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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
WA RA APPROVED 2025-01-16
  • WA RA
    APPROVED
    Since 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

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
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
  • 06/2015 → Present
    Lpl Financial, Llc
    Spokane, WA
  • 06/2015 → 01/2017
    Longbow Financial Services
    Spokane, WA
  • 01/2025 → Present
    San Rafael, CA
  • 02/2024 → Present
    Hub International, Inc.
    Chicago, IL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-22
  • S66 Uniform Combined State Law Examination
    2020-11-22
Other Names
  • Lauren Ashley Furrer

View on SEC IAPD

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