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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
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
  • ID RA
    APPROVED
    Since 2024-08-08
  • MT RA
    APPROVED
    Since 2024-08-08
  • SD RA
    APPROVED
    Since 2024-08-08
  • WY RA
    APPROVED
    Since 2024-08-07
  • CO RA
    APPROVED
    Since 2021-07-12

Branch Locations

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

Gillette, WY • 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
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
  • 02/2018 → 08/2019
    Nylife Securities Llc
    Casper, WY
  • 02/2019 → 08/2019
    New York Life Insurance Company
    Casper, WY
  • 06/2002 → 12/2018
    Bj Nelson Inc
    Gillette, WY
  • 08/2019 → Present
    Hub International
    Gillette, WY
  • 06/2021 → Present
    Lpl Financial, Llc
    Gillette, WY
  • 06/2021 → Present
    San Rafael, CA
  • 12/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-12
S63 Uniform Securities Agent State Law Examination 2019-02-23
  • S65 Uniform Investment Adviser Law Examination
    2021-07-12
  • S63 Uniform Securities Agent State Law Examination
    2019-02-23

View on SEC IAPD

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