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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
CA RA APPROVED 2026-01-22
FL RA APPROVED 2026-01-22
TX RA APPROVED 2025-01-23
  • CA RA
    APPROVED
    Since 2026-01-22
  • FL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2025-01-23

Branch Locations

201 South Lake Ave, Suite 401, Pasadena, CA 91101 • United States

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

Hub Investment Partners, Llc

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-22
TX RA APPROVED 2024-12-19
  • CA RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2024-12-19

Branch Locations

201 South Lake Ave, Suite 401, Pasadena, CA 91101 • United States

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • 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
Rbc Capital Markets, Llc Pasadena CA 12/2014 07/2022
City National Bank Pasadena CA 04/2019 07/2022
Lpl Financial Pasadena CA 07/2022 08/2024
Global Retirement Partners, Llc San Rafael CA 07/2022 Present
Hub Investment Partners, Llc Austin TX 12/2024 Present
Previous Registrations
Other Businesses

1- 07/2022 / Hub International / Outside Employment / Investment Related / Pasadena, CA 2- 07/2022 / Hub International Insurance Services / Non-Variance Insurance / Investment Related / Pasadena, CA 3-07/22/2022 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR-Advisor - Start Date - 07/05/2022 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-01
  • S66 Uniform Combined State Law Examination
    2010-10-01
Designations
Other Names
  • Alisha V. Vass
  • Alisha V Vass

View on SEC IAPD

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