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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
FL RA APPROVED 2023-11-15
NY RA APPROVED 2023-11-15
MD RA APPROVED 2023-10-31
  • FL RA
    APPROVED
    Since 2023-11-15
  • NY RA
    APPROVED
    Since 2023-11-15
  • MD RA
    APPROVED
    Since 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

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
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
  • 11/2017 → 10/2023
    Mass Mutual Life Insurance Company
    Ft. Lauderdale, FL
  • 10/2018 → 10/2023
    Mml Investors Services
    Ft. Lauderdale, FL
  • 11/2013 → 01/2018
    Ras
    Boca Raton, FL
  • 10/2023 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 10/2023 → Present
    San Rafael, CA
  • 06/2025 → Present
    Hub Internaitonal Investment Services
    Kansas City, MO
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-05
  • S66 Uniform Combined State Law Examination
    2020-11-05

View on SEC IAPD

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