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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-23 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Brighton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 05/2025 | Present |
| Andrew Hooper Pavlik | Okemos | MI | 04/2022 | 04/2025 |
| Turcotte Landscaping Llc | Warren | MI | 05/2022 | 09/2024 |
| Young Entrepreneurs Across America | Shelby Township | MI | 02/2021 | 09/2022 |
| Lochmoor Country Club | Grosse Point Woods | MI | 04/2017 | 09/2021 |
| Michigan State University | East Lansing | MI | 07/2017 | 02/2018 |
| Lakeview High School | Saint Clair Shores | MI | 05/2015 | 05/2021 |
| Lpl Financial Llc | Brighton | MI | 07/2025 | Present |
1) 07/02/2025 - CSI ADVISORY SERVICES, A DIV OF HUB INTERNATIONAL / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) Start date 06/17/2025. 2) 07/02/2025- HUB INTERNATIONAL / Outside/W-2 Employment / Non Inv Related / MI 48114 / Start date 06/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading.- 100% time spent 3) 07/02/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) / Start date 06/17/2025. 4) 09/10/2025 - CSI ADVISORY SERVICES, A DIV OF HUB INTERNATIONAL - Registered Investment Advisor DBA - Investment Related - At reported business location (s) Start date:6/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 5) 09/10/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Investment Related - At reported business location (s) Start date:6/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 6) 09/10/2025 - GLOBAL RETIREMENT PARTNERS - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) Start date:6/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 6/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
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