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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
MD RA APPROVED 2025-04-03
  • MD RA
    APPROVED
    Since 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

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
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
  • 04/2017 → 05/2017
    Philly Pretzel Factory
    Bel Air, MD
  • 02/2020 → 04/2020
    David A. Flanders Cpa, Llc
    Bel Air, MD
  • 11/2020 → 04/2022
    David A. Flanders Cpa, Llc
    Bel Air, MD
  • 05/2017 → 04/2020
    Student
    Bel Air, MD
  • 01/2011 → 04/2017
    Student
    Bel Air, MD
  • 01/2023 → 10/2023
    Arkadios Capital
    Atlanta, GA
  • 01/2023 → 10/2023
    Atlanta, GA
  • 04/2017 → Present
    Caves Valley Golf Club
    Owings Mills, MD
  • 02/2025 → Present
    Lpl Financial Llc
    Hunt Valley, MD
  • 02/2025 → Present
    San Rafael, CA
  • 02/2025 → Present
    Hub International Investment Services
    St. Louis, MO
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-10
S63 Uniform Securities Agent State Law Examination 2021-08-31
  • S65 Uniform Investment Adviser Law Examination
    2021-11-10
  • S63 Uniform Securities Agent State Law Examination
    2021-08-31

View on SEC IAPD

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