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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 2026-05-12
  • MA RA
    APPROVED
    Since 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

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
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
  • 05/2016 → 05/2017
    Panera Bread
    Lynnfield, MA
  • 05/2017 → 08/2018
    Pacific Sunwear
    Peabody, MA
  • 05/2019 → 08/2019
    Ipswich Country Club
    Ipswich, MA
  • 05/2020 → 09/2022
    Thought Industries
    Lynnfield (Remote), MA
  • 09/2022 → 12/2023
    Thought Industries
    Lynnfield (Remote), MA
  • 09/2025 → Present
    Hub International
    Boston, MA
  • 01/2024 → 08/2025
    Unemployed
    Lynnfield, MA
  • 09/2018 → 04/2019
    Unemployed - Student
    Amherst, MA
  • 09/2019 → 04/2020
    Unemployed - Student
    Amherst, MA
  • 09/2025 → Present
    Lpl Financial
    Boston, MA
  • 09/2025 → Present
    Hub Retirement And Private Wealth
    Boston, MA
  • 01/2026 → Present
    Lpl Financial Llc
    Boston, MA
  • 05/2026 → Present
    San Rafael, CA
  • 05/2026 → Present
    Hub International Investment Services
    Austin, TX
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
  • S66 Uniform Combined State Law Examination
    2026-01-12

View on SEC IAPD

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