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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
VA RA APPROVED 2025-10-14
  • VA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2020 → 01/2021
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 11/2016 → 09/2020
    Encore Physical Therapy
    Decatur, AL
  • 11/2016 → 12/2019
    Personal Edge Fitness
    Mobile, AL
  • 01/2015 → 10/2016
    Ati Physical Therapy Inc
    Newark, DE
  • 01/2021 → 08/2025
    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
  • 10/2025 → Present
    Lpl Financial Llc
    Mclean, VA
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-12
  • S66 Uniform Combined State Law Examination
    2021-01-12
Other Names
  • Rachel Lynn Shanks

View on SEC IAPD

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