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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
CA RA APPROVED 2025-10-31
  • CA RA
    APPROVED
    Since 2025-10-31

Branch Locations

4695 Macarthur Ct, 6Th Floor, Newport Beach, CA 92660 • 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 05/2020 Present
Hub International Chicago IL 08/2025 Present
University Of California, Irvine Irvine CA 11/2023 07/2025
Pennsylvania State University University Park PA 08/2018 05/2021
Winters Mill High School Westminster MD 08/2014 05/2018
Hub International Chicago IL 12/2021 11/2023
  • 05/2020 → Present
    San Rafael, CA
  • 08/2025 → Present
    Hub International
    Chicago, IL
  • 11/2023 → 07/2025
    University Of California, Irvine
    Irvine, CA
  • 08/2018 → 05/2021
    Pennsylvania State University
    University Park, PA
  • 08/2014 → 05/2018
    Winters Mill High School
    Westminster, MD
  • 12/2021 → 11/2023
    Hub International
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-31
  • S65 Uniform Investment Adviser Law Examination
    2025-10-31

View on SEC IAPD

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