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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-14 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
8300 Greensboro Drive #700, Mclean, VA 22401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 10/2020 | 01/2021 |
| Encore Physical Therapy | Decatur | AL | 11/2016 | 09/2020 |
| Personal Edge Fitness | Mobile | AL | 11/2016 | 12/2019 |
| Ati Physical Therapy Inc | Newark | DE | 01/2015 | 10/2016 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2021 | 08/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2021 | 08/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2021 | 08/2025 |
| Lpl Financial Llc | Mclean | VA | 10/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2025 | Present |
1.10/08/2025- HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date: 09/29/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/15/2025 - Global Retirement Partners - Investment Related -Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 09/29/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 9/2025. 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. 3) 10/15/2025 - HUB Retirement and Wealth Management - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 09/29/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 10/22/2025 - HUB International - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 09/22/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 5) 10/29/2025- HUB International- Outside/W-2 Employment- Not INV Related- At MCLEAN, VA- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-12 |
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