Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2020 | 06/2021 |
| Creative Financial Group | Newtown Square | PA | 06/2018 | 08/2020 |
| Sloane Toyota Of Malvern | Malvern | PA | 08/2017 | 06/2018 |
| Financial Coach Group | West Chester | PA | 05/2017 | 08/2017 |
| Total Hockey | Exton | PA | 01/2017 | 05/2017 |
| Piazza Honda Of Springfield | Springfield | PA | 07/2014 | 11/2016 |
| West Chester University | West Chester | PA | 08/2016 | 05/2018 |
| Delco Real Estate Partners, Llc | Chester Heights | PA | 09/2020 | 09/2022 |
| Self Employed | Claymont | DE | 10/2014 | Present |
| Legacy Planning | West Chester | PA | 06/2021 | Present |
| 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 RETI REMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location (s)- OBA Start Date:9/19/2025 2.10/01/2025 - SELF EMPLOYED - Business Owner - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - WEST CHESTER, PA 19380 - OBA Start Date: 1/1/2018 3. 10/01/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - West Chester, PA 19380 - OBA Start Date: 11/1/2025 4. 10/01/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COM PANY - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 6/1/2025 5. 10/08/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Investment Related - At Reported Business Location (s) - Start date: 6/1/2025 - 160Hour(s)/Month - 8 Hour(s) During Trading 6. 10/08/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - Registered Investment Advisor DBA - Investment Related - At Reported Business Location (s) - Start date: 6/1/2025 - 160Hour(s)/Month - 8 Hour(s) During Trading 7. 10/08/2025 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location (s) - Start date: 6/1/2025 - 160Hour(s)/Month - 8 Hour(s) 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-25 |
Reach out to this advisor