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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-15 |
| NY | RA | APPROVED | 2023-11-15 |
| MD | RA | APPROVED | 2023-10-31 |
Branch Locations
1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Ft. Lauderdale | FL | 11/2017 | 10/2023 |
| Mml Investors Services | Ft. Lauderdale | FL | 10/2018 | 10/2023 |
| Ras | Boca Raton | FL | 11/2013 | 01/2018 |
| Lpl Financial Llc | Ft Lauderdale | FL | 10/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2023 | Present |
| Hub Internaitonal Investment Services | Kansas City | MO | 06/2025 | Present |
1) 08/21/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 2) 08/21/2023 - BLS, A DIVISION OF HUB RETIREMENT & WEALTH MGMT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 3) 08/21/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2023 4) 07/19/2023 - BLS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 5) 07/19/2023 - BLS Wealth Management LLC - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2023 6) 11/2/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; Start date 10/1/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. 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. 7) 11/2/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; Start date 10/1/2023; 160hrs/mo.; 8hrs during trading. 8) 11/2/2023: BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; Start date 10/1/2023; 160hrs/mo.; 8hrs during trading. 9) 11/2/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; Start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 10) 08/15/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC - Other - Accommodation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 06/21/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-05 |
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