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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-03 |
Branch Locations
11019 Mccormick Road #110, Hunt Valley, MD 21031 • 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 |
|---|---|---|---|---|
| Philly Pretzel Factory | Bel Air | MD | 04/2017 | 05/2017 |
| David A. Flanders Cpa, Llc | Bel Air | MD | 02/2020 | 04/2020 |
| David A. Flanders Cpa, Llc | Bel Air | MD | 11/2020 | 04/2022 |
| Student | Bel Air | MD | 05/2017 | 04/2020 |
| Student | Bel Air | MD | 01/2011 | 04/2017 |
| Arkadios Capital | Atlanta | GA | 01/2023 | 10/2023 |
| Arkadios Wealth Advisors | Atlanta | GA | 01/2023 | 10/2023 |
| Caves Valley Golf Club | Owings Mills | MD | 04/2017 | Present |
| Lpl Financial Llc | Hunt Valley | MD | 02/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2025 | Present |
| Hub International Investment Services | St. Louis | MO | 02/2025 | Present |
1) 01/2025 - CAVES VALLEY GOLF CLUB / Golf Caddy / Outside/W-2 Employment / Non Inv Related / Owings Mills, MD 21117 / Start date 01/27/2025 2) 01/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 3) 01/2025 - HUB INTERNATIONAL / Outside/W-2 Employment / Inv Related / HUNT VALLEY, MD 21031/ Start date 01/27/2025 4) 04/03/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:1/27/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 5) 04/03/2025 - Global Retirement Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:1/27/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 1/2025. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-31 |
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