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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 2020-01-07
UT RA APPROVED 2020-01-06
  • CA RA
    APPROVED
    Since 2020-01-07
  • UT RA
    APPROVED
    Since 2020-01-06

Branch Locations

75 W Towne Ridge Parkway, Tower 2, Suite 400, Sandy, UT 84070 • 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
Lpl Financial, Llc Sandy UT 05/2015 Present
Global Retirement Partners, Llc San Rafael CA 01/2020 Present
Other Businesses

1. 05/08/2015 - SPECTRA RETIREMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 100% - DRAPER, UT 2. 6/11/2020 - HUB International Investment Services, Inc. - Investment Related - Location/Address: N/A - Other-Accommodation Broker/Dealer - Started 01/03/2020 - 0 Hours Per Month - Only registered with this entity to receive payments from compensation paid to this entity from LPL. 3. 6/11/2020 - HUB - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 01/03/2020 - 160 Hours Per Month During Securities Trading - HUB International has bought practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 4. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 7/6/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/01/2015 - 180 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 4/2015. I expect to spend approximately 180 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. 7/6/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Started 1/1/2021 - 180 Hours Per Month - 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 investment related financial consulting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-21
S63 Uniform Securities Agent State Law Examination 1992-07-20
  • S66 Uniform Combined State Law Examination
    2015-05-21
  • S63 Uniform Securities Agent State Law Examination
    1992-07-20
Other Names
  • Bruce E Jensen

View on SEC IAPD

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