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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
Branch Locations
396 Commonwealth Ave., Boston, MA 02215 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panera Bread | Lynnfield | MA | 05/2016 | 05/2017 |
| Pacific Sunwear | Peabody | MA | 05/2017 | 08/2018 |
| Ipswich Country Club | Ipswich | MA | 05/2019 | 08/2019 |
| Thought Industries | Lynnfield (Remote) | MA | 05/2020 | 09/2022 |
| Thought Industries | Lynnfield (Remote) | MA | 09/2022 | 12/2023 |
| Hub International | Boston | MA | 09/2025 | Present |
| Unemployed | Lynnfield | MA | 01/2024 | 08/2025 |
| Unemployed - Student | Amherst | MA | 09/2018 | 04/2019 |
| Unemployed - Student | Amherst | MA | 09/2019 | 04/2020 |
| Lpl Financial | Boston | MA | 09/2025 | Present |
| Hub Retirement And Private Wealth | Boston | MA | 09/2025 | Present |
| Lpl Financial Llc | Boston | MA | 01/2026 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 05/2026 | Present |
| Hub International Investment Services | Austin | TX | 05/2026 | Present |
1.01/02/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Hub Retirement and Wealth Management; Investment Related; at Reported Business Location(s); Start Date 12/04/2025; hrs/mth; hrs during trading 2.01/02/2026; Hub International; Outside/W-2 Employment; Not Investment Related; Boston,MA; Start Date 12/04/2025; 160hrs/mth; 8hrs during trading 3.05/20/2026; (Hybrid) Global Retirement Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 12/04/2025; 160hrs/mth; 8hrs during trading; 4.05/20/2026; (Hybrid) Hub Retirement and Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 12/04/2025; 160hrs/mth; 8hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
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