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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
228 W Gay Street, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Planning Partners | West Chester | PA | 06/2020 | 12/2021 |
| Pica's Restaurant | West Chester | PA | 06/2019 | 10/2021 |
| Camp Garrett Pa - Garrett Williamson | Newtown Square | PA | 06/2016 | 08/2017 |
| Casey's Pour House | Berwyn | PA | 06/2016 | 08/2018 |
| Legacy Planning Partners | West Chester | PA | 01/2022 | Present |
| Marple Newtown High School | Newtown Square | PA | 09/2014 | 05/2018 |
| West Chester University | West Chester | PA | 08/2018 | 12/2021 |
| Hub International Investment Services Inc. | Kansas City | MO | 11/2024 | Present |
| Lpl Financial Llc | West Chester | PA | 10/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2025 | Present |
1. 10/01/2025- Hub International - Outside/W-2 Employment - Not Investment Related - West Chester, PA 19380- OBA Start Date: 11/01/2024 - 0 Hour(s)/Month - 0 Hour(s) During Trading 2. 10/01/2025- Legacy Planning, A Hub International Company - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location (s)- OBA Start Date: 06/01/2025. 3)10/01/2025 - Hub Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) -Investment Related - At Reported Business Location (s)- OBA Start Date: 06/01/2025. 4)10/08/2025 - Hub Retirement and Wealth Management - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 5) 10/08/2025 - Global Retirement Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:06/01/2025 - 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 6/2025. 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. 6) 10/08/2025 - Legacy Planning, A Hub International Company - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-10 |
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