Best Investors Account Sign in
Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-24
  • TX RA
    APPROVED
    Since 2021-06-24

Branch Locations

3221 Collinsworth Street, Forth Worth, TX 76107 • 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
Gus Bates Insurance & Investments, A Division Of Hub Intl Fort Worth TX 09/2019 02/2021
My Benefits, Llc Atlanta GA 05/2013 09/2019
Hub International Investment Services, Inc. Fort Worth TX 01/2021 02/2021
Lpl Financial, Llc Fort Worth TX 02/2021 Present
Global Retirement Partners, Llc San Rafael CA 06/2021 Present
  • 09/2019 → 02/2021
    Gus Bates Insurance & Investments, A Division Of Hub Intl
    Fort Worth, TX
  • 05/2013 → 09/2019
    My Benefits, Llc
    Atlanta, GA
  • 01/2021 → 02/2021
    Hub International Investment Services, Inc.
    Fort Worth, TX
  • 02/2021 → Present
    Lpl Financial, Llc
    Fort Worth, TX
  • 06/2021 → Present
    San Rafael, CA
Other Businesses

1. 10/01/2020 - HUB INTERNATIONAL INVESTMENTS SERVICES/ ACCOMMODATION BROKER/DEALER/ INVESTMENT RELATED/ 0%/ FORT WORTH, TX 2. 07/01/2020 - HUB INTERNATIONAL/ OUTSIDE/W-2 EMPLOYMENT/ INVESTMENT RELATED/ 100%/ FORT WORTH, TX 3. 3/24/2021 - Hub Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2021 - 160 Hours Per Month During Securities Trading. 4. 3/24/2021 - HUB International - DBA: Hub Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2020 - 160 Hours Per Month During Securities Trading. 5. 8/17/2021 - HUB International Texas, Inc. - DBA: HUB International Texas - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/26/2021 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-24
S63 Uniform Securities Agent State Law Examination 2019-12-23
  • S65 Uniform Investment Adviser Law Examination
    2021-06-24
  • S63 Uniform Securities Agent State Law Examination
    2019-12-23
Other Names
  • Abbie Elizabeth Watson
  • Abbie Cone

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Forth Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor