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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
PA RA APPROVED 2025-10-01
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

3440 Hamilton Blvd., Allentown, PA 18103 • 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
Keybank Lansford PA 11/2022 11/2023
Key Investment Services Llc Brooklyn OH 11/2022 11/2023
Lehighton Area School. District Lehighton PA 09/2012 06/2018
Walker's Tree Farm Lehighton PA 05/2017 01/2019
Blue Mountain Ski Resort Palmerton PA 12/2018 01/2022
Shippensburg University Shippensburg PA 10/2019 05/2022
Northwestern Mutual Center Valley PA 05/2021 05/2022
Financial Growth Partners Harrisburg PA 05/2022 07/2022
Lehighton Borough Lehighton PA 05/2019 09/2022
Shippensburg University Shippensburg PA 08/2018 05/2022
Commonwealth Financial Network Waltham MA 11/2023 10/2025
Hub International Investment Services Inc. Kansas City MO 11/2024 Present
Lpl Financial Llc Allentown PA 10/2025 Present
Global Retirement Partners, Llc San Rafael CA 10/2025 Present
  • 11/2022 → 11/2023
    Keybank
    Lansford, PA
  • 11/2022 → 11/2023
    Key Investment Services Llc
    Brooklyn, OH
  • 09/2012 → 06/2018
    Lehighton Area School. District
    Lehighton, PA
  • 05/2017 → 01/2019
    Walker's Tree Farm
    Lehighton, PA
  • 12/2018 → 01/2022
    Blue Mountain Ski Resort
    Palmerton, PA
  • 10/2019 → 05/2022
    Shippensburg University
    Shippensburg, PA
  • 05/2021 → 05/2022
    Northwestern Mutual
    Center Valley, PA
  • 05/2022 → 07/2022
    Financial Growth Partners
    Harrisburg, PA
  • 05/2019 → 09/2022
    Lehighton Borough
    Lehighton, PA
  • 08/2018 → 05/2022
    Shippensburg University
    Shippensburg, PA
  • 11/2023 → 10/2025
    Waltham, MA
  • 11/2024 → Present
    Hub International Investment Services Inc.
    Kansas City, MO
  • 10/2025 → Present
    Lpl Financial Llc
    Allentown, PA
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1)10/01/2025 / HUB Retirement and Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date: 06/01/2025. 2)10/01/2025/ Hub International / Outside/W-2 Employment / Not Investment Related /Allentown PA / Start date: 11/01/2024 -160 hrs mth / 8 hrs during trading. 3) 10/01/2025/ Legacy Planning, A Hub International Company / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)/ 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-05
S63 Uniform Securities Agent State Law Examination 2022-12-21
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05
  • S63 Uniform Securities Agent State Law Examination
    2022-12-21
Designations

View on SEC IAPD

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