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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 | 2025-07-15 |
| OH | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2022-07-19 |
| TX | RA | APPROVED | 2022-07-18 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
201 South Lake Ave., Suite 401, Pasadena, CA 91101 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-19 |
| TX | RA | APPROVED | 2024-12-19 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
201 South Lake Ave., Suite 507, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Pasadena | CA | 11/2018 | 07/2022 |
| Aig | Woodland Hills | CA | 04/2013 | 10/2018 |
| Lpl Financial Llc | Pasadena | CA | 07/2022 | 08/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2022 | Present |
| Hub Investment Partners, Llc | Austin | TX | 12/2024 | Present |
1) 7/2022- HUB International - Licensed Admin- Non-Inv Related - Pasadena, CA - start date 7/5/2022- 160hrs/mth 2) 08/24/2022 - HUB Retirement and Wealth Management - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 07/05/2022- 160 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-18 |
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