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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
MA RA APPROVED 2025-10-16
  • MA RA
    APPROVED
    Since 2025-10-16

Branch Locations

396 Commonwealth Ave., Unit D-2A, Boston, MA 02215 • 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
Global Retirement Partners, Llc San Rafael CA 09/2025 Present
Hub International San Rafael CA 06/2025 Present
Univeersity Of Miami Coral Gables FL 01/2022 05/2025
Hub International Chicago IL 06/2024 08/2024
Salem State University Salem MA 08/2021 12/2021
Tripoli Bakery Andover MA 03/2019 09/2019
Andover High School And Doherty Middle School Andover MA 08/2015 06/2021
  • 09/2025 → Present
    San Rafael, CA
  • 06/2025 → Present
    Hub International
    San Rafael, CA
  • 01/2022 → 05/2025
    Univeersity Of Miami
    Coral Gables, FL
  • 06/2024 → 08/2024
    Hub International
    Chicago, IL
  • 08/2021 → 12/2021
    Salem State University
    Salem, MA
  • 03/2019 → 09/2019
    Tripoli Bakery
    Andover, MA
  • 08/2015 → 06/2021
    Andover High School And Doherty Middle School
    Andover, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-25
  • S65 Uniform Investment Adviser Law Examination
    2025-09-25

View on SEC IAPD

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