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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-06-21 |
| CT | RA | APPROVED | 2022-06-15 |
| ME | RA | APPROVED | 2022-06-15 |
| TX | RA | APPROVED | 2022-06-14 |
| MA | RA | APPROVED | 2018-05-31 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
396 Commonwealth Ave., Unit D-2A, Boston, MA 02215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coreaxis | Southborough | MA | 08/2016 | 12/2017 |
| Lpl Financial Llc | Senior Consultant | MA | 03/2018 | Present |
| Alpha Pension Group, Inc. | Boston | MA | 03/2018 | Present |
| Global Retirement Partners, Llc | Boston | MA | 04/2018 | Present |
| Hub International Investment Services | Kansas City | MO | 10/2025 | Present |
1. My husband and I own a rental property located at 15 Pocono Road, Narragansett RI. We earn approximately $10,000-15,000 annually from the rent charged at the property. We have owned and rented this house since October 2000. 2. Alpha Pension Group, Inc / DBA for LPL Business (entity for LPL business) / 80% / Lexington, MA 3. 4/19/2018 - Alpha Pension Group, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 3/2018 - 140 Hours Per Month/7 Hours During Trading. 4. 4/19/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 3/2018 - 96 Hours Per Month/0 Hours During Trading. 5. 1/4/2021 - GLOBAL RETIREMENT PARTNERS, LLC - DBA: Alpha Pension Group, a division of HUB New England - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Retirement Plan Investment Consultant - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - Alpha Pension Group charges annual fees. 6. 1/12/2021 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying the practice and will be a 100% owner. Role will remain the same but will be a W2 employee of HUB International. 7. 1/12/2021 - HUB International - DBA: Alpha Pension Group, a division of HUB New England - 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. 8. 4/15/2021 - 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. 9. 5/7/2021 - 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 - 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 investment related financial consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-02 |
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