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
PR RA APPROVED 2026-03-10
VI RA APPROVED 2024-07-19
DC RA APPROVED 2015-12-10
MD RA APPROVED 2015-12-03
VA RA APPROVED 2015-11-13
  • PR RA
    APPROVED
    Since 2026-03-10
  • VI RA
    APPROVED
    Since 2024-07-19
  • DC RA
    APPROVED
    Since 2015-12-10
  • MD RA
    APPROVED
    Since 2015-12-03
  • VA RA
    APPROVED
    Since 2015-11-13

Branch Locations

8300 Greensboro Drive, Suite 700, Mclean, VA 22102 • 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
Washington Financial Group, Inc. Bethesda MD 11/1999 05/2023
Lpl Financial, Llc Mclean VA 11/2012 Present
Global Retirement Partners, Llc Mclean VA 11/2015 Present
Hub International, Inc. Chicago IL 09/2019 Present
Hub International Investment Services, Inc. Concord CA 11/2015 Present
Tcg Advisors Austin TX 09/2021 Present
  • 11/1999 → 05/2023
    Washington Financial Group, Inc.
    Bethesda, MD
  • 11/2012 → Present
    Lpl Financial, Llc
    Mclean, VA
  • 11/2015 → Present
    Mclean, VA
  • 09/2019 → Present
    Hub International, Inc.
    Chicago, IL
  • 11/2015 → Present
    Hub International Investment Services, Inc.
    Concord, CA
  • 09/2021 → Present
    Tcg Advisors
    Austin, TX
Previous Registrations
Other Businesses

1. 10/24/12: WFG Benefits - Non-Variable Insurance - InvestRel - AtReptBusLoc(s) - 1% Time Spent - VP. Insurance agency that offers group insurance 2. 10/24/12: No Business Name - Non-Variable Insurance - InvestRel - AtReptBusLoc(s) - 1% Time Spent - Agent. Offers fixed insurance such as disability, fixed annuities, term and whole life 3. 04/30/13: No Business Name - Non-Variable Insurance - InvestRel - AtReptBusLoc(s) - 5% Time Spent - Fixed insurance business outside of LPL: Life, Disability, LTC, Fixed Annuities 4. 09/02/15: The Retirement University for Advisors at UCLA - Speaker - InvestRel - 4425 Military Trail, Suite 202, Jupiter, Florida 33458 - Start 01/01/2012 - 3 Hr/Mo; 0 Hrs During Securities Trading - Foundation Lecturer 5. 09/03/15: Washington Financial Group - DBA for LPL Business (entity for LPL business) - InvestRel - AtReptBusLoc(s) - 100% Time Spent 6. 09/28/15: WFG Retirement - DBA for LPL Business (entity for LPL business) - InvestRel - 1410 Spring Hill Road Suite 425, McLean VA 22102- Start 08/01/2015 - 10 Hr/Mo; 2 Hrs During Securities Trading. 7. 9/13/19 - HUB International - DBA: Washington Financial Group, a division of HUB International - InvestRel - AtReptBusLoc(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hrs/Month; 160 Hrs During Securities Trading. 8. 9/26/19 - Global Retirement Partners, LLC - DBA: Washington Financial Group, a division of HUB International - InvestRel - AtReptBusLoc(s) - RIA/DBA - Start Date: 09/13/2019 - 160 Hrs/Mnth; 160 Hrs During Securities Trading. 9. 11/12/19 - Hub International Investment Services Inc. - InvestRel - AtReptBusLoc(s) - Other-Accommodation Broker/Dealer - Start Date: 10/31/2019 - 0 Hrs/Mnth - Only registered with this entity to receive payments from compensation paid to this entity from LPL 10 . 7/22/20 - TWD, LLC - Not InvestRel - 7454 Sundial Place - InvestRel - AtReptBusLoc(s) - Business Entity For Tax/Investment Purposes Only - Started 09/01/2019 - 0 Hrs/Mnth - Time Spent 0%. 11. 7/27/20 - Global Retirement Partners, LLC - InvestRel - AtReptBusLoc(s) - RIA/Hybrid - IAR - Started 5/1/15 - 4 Hrs/Mnth; 0 Hrs During Securities Trading - Time Spent 2% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2015. I expect to spend about 4 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. 12. 4/16/21 - HUB International - DBA: HUB Retirement and Wealth Management - InvestRel - AtReptBusLoc(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hrs/Mnth; 160 Hrs During Securities Trading. 13. 5/7/21 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - InvestRel - AtReptBusLoc(s) - RIA/DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other InvestRel financial consulting. 14. 11/28/22 - HUB International - InvestRel - AtReptBusLoc(s) - Outside/W-2 Employment - President - Start Date: 09/13/2019 - 160 Hrs/Month; 160 Hrs During Securities Trading - 15. 9/9/25- HUB INTERNATIONAL - RPW Holdings LLC- Outside/W-2 Employment- Not INV Related- Chicago, IL- 1 Hour Per Month- 1 Hour During Trading 16. 3/31/26-JD 135 Traders LLC-Business Entity For Tax/Investment Purposes Only-Not INV REL-Jupiter, FL- Started 11/19/25- 1hr/mth/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-07
S63 Uniform Securities Agent State Law Examination 1991-10-21
  • S65 Uniform Investment Adviser Law Examination
    1999-09-07
  • S63 Uniform Securities Agent State Law Examination
    1991-10-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor