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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
IN RA APPROVED 2021-06-09
  • IN RA
    APPROVED
    Since 2021-06-09

Branch Locations

900 E 96Th Street, Suite 125, Indianapolis, IN 46240 • 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
Butler University Indianapolis IN 05/2010 12/2019
Thrivent Financial Appleton WI 01/2020 12/2020
Thrivent Investment Management Inc Indianapolis IN 06/2020 07/2020
Thrivent Financial Appleton WI 12/2020 05/2021
Lpl Financial, Llc Indianapolis IN 06/2021 Present
Global Retirement Partners, Llc Indianapolis IN 06/2021 Present
  • 05/2010 → 12/2019
    Butler University
    Indianapolis, IN
  • 01/2020 → 12/2020
    Thrivent Financial
    Appleton, WI
  • 06/2020 → 07/2020
    Indianapolis, IN
  • 12/2020 → 05/2021
    Thrivent Financial
    Appleton, WI
  • 06/2021 → Present
    Lpl Financial, Llc
    Indianapolis, IN
  • 06/2021 → Present
    Indianapolis, IN
Previous Registrations
Other Businesses

1. 6/15/2021 - Global Retirement Partners - DBA: (Hybrid) CSI Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 6/7/2021 - 160 Hours Per Month. 2. 6/15/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 6/7/2021 - 160 Hours Per Month - I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2021. 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. 3. 6/23/2021 - CSI ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 06/02/2022 - Global Retirement Partners - DBA: CSi Advisory Services a division of HUB Internatio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 5. 06/02/2022 - HUB International - DBA: CSi Advisory Services a division of HUB Internatio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 6. 06/07/2022 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 7. 06/07/2022 - CSi Advisory Services a division of HUB International - Invesment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 8. 06/07/2022 - HUB International - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 9. 08/12/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC - Other - Accommodation Broker Dealer - HUB INTERNAT - Investment Related - At Reported Business Location(s) - Start Date 06/01/2022 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-19
S63 Uniform Securities Agent State Law Examination 2020-10-02
  • S65 Uniform Investment Adviser Law Examination
    2020-10-19
  • S63 Uniform Securities Agent State Law Examination
    2020-10-02
Other Names
  • Grant Buntin

View on SEC IAPD

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