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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1800 Nw Loop 281 Suite 302 , Longview, TX 75604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ward Agency | Longview | TX | 03/1986 | 08/2018 |
| Institutional Securities Corp | Dallas | TX | 02/2015 | 08/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | 08/2026 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2018 | 08/2026 |
| Hub International | Longview | TX | 09/2018 | Present |
| Lpl Financial Llc | Longview | TX | 08/2026 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2026 | Present |
1. 08/2026 - HUB International - Outside/W-2 Employment - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Longview, TX, 75604 – OBA Start Date: 01/01/1986 2. 08/2026 - Texas Bank & Trust - For-Profit Board Member - Inv Related – 5 Hour(s)/Month – 5 Hour(s) During Trading – Longview, TX, 75601 – OBA Start Date: 03/01/2020 3. 08/2026 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/14/2026 4. 08/2026 - HUB International - Non-Variable Insurance - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Longview, TX, 75604 – OBA Start Date: 01/01/1986
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-23 |
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