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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
MI RA APPROVED 2025-05-23
  • MI RA
    APPROVED
    Since 2025-05-23

Branch Locations

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

Brighton, MI • 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
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
  • 05/2025 → Present
    San Rafael, CA
  • 04/2022 → 04/2025
    Andrew Hooper Pavlik
    Okemos, MI
  • 05/2022 → 09/2024
    Turcotte Landscaping Llc
    Warren, MI
  • 02/2021 → 09/2022
    Young Entrepreneurs Across America
    Shelby Township, MI
  • 04/2017 → 09/2021
    Lochmoor Country Club
    Grosse Point Woods, MI
  • 07/2017 → 02/2018
    Michigan State University
    East Lansing, MI
  • 05/2015 → 05/2021
    Lakeview High School
    Saint Clair Shores, MI
  • 07/2025 → Present
    Lpl Financial Llc
    Brighton, MI
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-04
S65 Uniform Investment Adviser Law Examination 2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2025-09-04
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23
Other Names
  • Jacob Timothy Melvin
  • Jacob Melvin

View on SEC IAPD

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