Best Investors Account Sign in
Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-05
IL RA APPROVED 2022-07-01
  • TX RA
    APPROVED_RES
    Since 2022-07-05
  • IL RA
    APPROVED
    Since 2022-07-01

Branch Locations

707 Skokie Blvd #400, Skokie, IL 60062 • United States

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

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-02-26
  • IL RA
    APPROVED
    Since 2014-02-26

Branch Locations

707 Skokie Blvd Ste 400, Northbrook, IL 60062 • 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
Russell Warye, Inc. Libertyville IL 01/1996 09/2019
Lpl Financial Llc Libertyville IL 11/2013 Present
Highpoint Advisor Group, Llc Libertyville IL 11/2013 07/2022
Hub International Chicago IL 12/2021 Present
Global Retirement Partners Llc San Rafael CA 07/2022 Present
  • 01/1996 → 09/2019
    Russell Warye, Inc.
    Libertyville, IL
  • 11/2013 → Present
    Libertyville, IL
  • 11/2013 → 07/2022
    Highpoint Advisor Group, Llc
    Libertyville, IL
  • 12/2021 → Present
    Hub International
    Chicago, IL
  • 07/2022 → Present
    San Rafael, CA
Previous Registrations
  • 2021-12-09 → 2022-07-05
    Libertyville, IL
    Downers Grove, IL
  • 2013-11-12 → 2021-12-31
    Highpoint Planning Partners
    Libertyville, IL
    Downers Grove, IL
  • 2011-06-01 → 2013-11-11
    Libertyville, IL
    Lombard, IL
    Libertyville, IL
Other Businesses

(1) 06/2022 HUB International - Outside/W-2 Employment- Financial Professional- non-inv. related, Libertyville, IL, 100% during market hours (2) 06/2022 HUB International Investment Services, Inc.- Accommodation Broker/Dealer- non-inv. related, Libertyville, IL, 100% during market hours (3) 08/23/2022 - HUB Retirement & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 140 Hours Per Month/100 Hours During Securities Trading. (4) 08/24/2022 - HUB Retirement & Wealth Management - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 08/01/2022 - 140 Hours Per Month/100 Hours During Securities Trading (5) 08/24/2022 - Global Retirement Partners, LLC - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/01/2022 - 140 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 8/2022. I expect to spend approximately 140 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. (6) 09/22/2022 - Benefit Partners Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 130 Hours Per Month/100 Hours During Securities Trading (7) 09/15/2022 - Global Retirement Partners, LLC DBA: Benefit Partners Financial Group, a division of HUB - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 08/01/2022 - 130 Hours Per Month/100 Hours During Securities Trading (8) 11/01/2022 - Benefit Partners Group, a division of HUB International Midwest Limited - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Area President - Start Date: 08/01/2022 - 140 Hours Per Month/100 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-26
S63 Uniform Securities Agent State Law Examination 1999-05-15
  • S65 Uniform Investment Adviser Law Examination
    2011-05-26
  • S63 Uniform Securities Agent State Law Examination
    1999-05-15
Other Names
  • Russell Lew Wayre

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Skokie, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor