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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 2022-05-17
TX RA APPROVED 2022-05-16
  • CA RA
    APPROVED
    Since 2022-05-17
  • TX RA
    APPROVED
    Since 2022-05-16

Branch Locations

201 Mission Street Suite 1900, San Francisco, CA 94105 • 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
Hub International Investment Services Mountain View CA 01/2012 Present
Cambridge Investment Research Inc Fairfield IA 08/2014 Present
Cambridge Investment Research Advisors Inc Fairfield IA 08/2014 Present
Global Retirement Partners, Llc San Rafael CA 05/2022 Present
Previous Registrations
  • 2014-08-13 → 2022-06-01
    San Francisco, CA
    San Francisco, CA
    Sunnyvale, CA
    Concord, CA
  • 2012-04-20 → 2020-12-08
    Hub International Investment Services Inc.
    Austin, TX
    San Rafael, CA
    Westlake Village, CA
    Mountain View, CA
    San Francisco, CA
    Austin, TX
    Concord, CA
    San Francisco, CA
  • 2013-03-19 → 2014-08-14
    Financial Telesis Inc
    San Rafael, CA
    Mountain View, CA
  • 2010-08-06 → 2011-12-31
    Wells Fargo Insurance Services Investment Advisors, Inc.
    Cleveland, OH
    San Francisco, CA
Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)hobby farm owner, 100 longhorn ridge, napa, ca, 1/2004, not investment related, 5 hr/mo, 0 time during trading hours 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 0/WK - 0/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) HUB INTERNATIONAL INVESTMENT SERVICES, 580 CALIFORNIA STREET, SUITE 1300, SAN FRANCISCO, CA NIR, 0/WK- 0/TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-28
S63 Uniform Securities Agent State Law Examination 1991-07-08
  • S65 Uniform Investment Adviser Law Examination
    2010-07-28
  • S63 Uniform Securities Agent State Law Examination
    1991-07-08
Designations
Other Names
  • Robert John Devalle
  • Bob Devalle
  • Robert John Devalle

View on SEC IAPD

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