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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

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

228 W Gay Street, West Chester, PA 19380 • 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
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
  • 10/2020 → 06/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2018 → 08/2020
    Creative Financial Group
    Newtown Square, PA
  • 08/2017 → 06/2018
    Sloane Toyota Of Malvern
    Malvern, PA
  • 05/2017 → 08/2017
    Financial Coach Group
    West Chester, PA
  • 01/2017 → 05/2017
    Total Hockey
    Exton, PA
  • 07/2014 → 11/2016
    Piazza Honda Of Springfield
    Springfield, PA
  • 08/2016 → 05/2018
    West Chester University
    West Chester, PA
  • 09/2020 → 09/2022
    Delco Real Estate Partners, Llc
    Chester Heights, PA
  • 10/2014 → Present
    Self Employed
    Claymont, DE
  • 06/2021 → Present
    Legacy Planning
    West Chester, PA
  • 11/2024 → Present
    Hub International Investment Services Inc.
    Kansas City, MO
  • 10/2025 → Present
    Lpl Financial Llc
    West Chester, PA
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-11-25
  • S63 Uniform Securities Agent State Law Examination
    2020-11-25
Designations
Other Names
  • Michael Sabol

View on SEC IAPD

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