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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-08-08 |
| MT | RA | APPROVED | 2024-08-08 |
| SD | RA | APPROVED | 2024-08-08 |
| WY | RA | APPROVED | 2024-08-07 |
| CO | RA | APPROVED | 2021-07-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Casper | WY | 02/2018 | 08/2019 |
| New York Life Insurance Company | Casper | WY | 02/2019 | 08/2019 |
| Bj Nelson Inc | Gillette | WY | 06/2002 | 12/2018 |
| Hub International | Gillette | WY | 08/2019 | Present |
| Lpl Financial, Llc | Gillette | WY | 06/2021 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2021 | Present |
| Hub International Investment Services | Kansas City | MO | 12/2025 | Present |
1) 8/2019 - Non-Variable Insurance - HUB INTERNATIONAL - Investment Related - GILLETTE, WY 82716 2) 8/2019 - Outside/W-2 Employment - HUB INTERNATIONAL - Not Investment Related - GILLETTE, WY 82716 3) 6/2021 - Other - HUB INTERNATIONAL INVESTMENT SERVICES, INC - Not Investment Related - 25% - GILLETTE, WY 82716 4) 2009 - Outside/W-2 Employment - GILLETTE OFFICIALS ASSOCIATION - Not Investment Related - GILLETTE, WY 82716 5) 2021 - DBA for LPL Business (entity for LPL business) - GRP, A DIVISION OF HUB INVESTMENT SERVICES - Investment Related - GILLETTE, WY 82716 6) 2009 - Outside/W-2 Employment - CAMPBELL COUNTY PARKS AND RECREATION - Not Investment Related - 250 Shoshone Ave., Gillette, WY 82718 7) 6/30/2021 - Global Retirement Partners - DBA: (Hybrid) MRP, a Division of HUB Investment Svcs - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 5/1/2021 - 175 Hours Per Month/150 Hours During Securities Trading - Time Spent 24%. 8) 6/30/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 5/1/2021 - 175 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 175 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-23 |
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