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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
FL RA APPROVED 2025-10-03
PA RA APPROVED 2025-10-01
  • FL RA
    APPROVED
    Since 2025-10-03
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

228 West Gay Street, West Chester, PA 19426 • United States

Palm Harbor, FL • 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
Minnesota Life Ins Co St Paul MN 03/2013 09/2019
Securian Financial Services, Inc St Paul MN 03/2013 09/2019
Legacy Planning Partners Llc Plymouth Meeting PA 03/2013 Present
Commonwealht Financail Network Waltham MA 10/2019 10/2025
Hub International Investment Services Inc. Kansas City MO 11/2024 Present
Lpl Financial Llc West Chester PA 10/2025 Present
Global Retirement Partners, Llc San Rafael CA 10/2025 Present
  • 03/2013 → 09/2019
    Minnesota Life Ins Co
    St Paul, MN
  • 03/2013 → 09/2019
    Securian Financial Services, Inc
    St Paul, MN
  • 03/2013 → Present
    Legacy Planning Partners Llc
    Plymouth Meeting, PA
  • 10/2019 → 10/2025
    Commonwealht Financail Network
    Waltham, MA
  • 11/2024 → Present
    Hub International Investment Services Inc.
    Kansas City, MO
  • 10/2025 → Present
    Lpl Financial Llc
    West Chester, PA
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
  • 2019-10-01 → 2025-10-03
    West Chester, PA
    Collegeville, PA
  • 2012-09-27 → 2019-10-07
    Securian Financial Services, Inc.
    Plymouth Meeting, PA
Other Businesses

1. 10/01/2025- HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date: 6/1/2025. 2. 10/01/2025- LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - Non-Variable Insurance - Investment Related - WEST CHESTER, PA 19380 - OBA Start Date: 6/1/2025 - 04 Hour(s)/Month - 01 Hour(s) During Trading. 3. 10/01/2025- HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - WEST CHESTER, PA 19380 - OBA Start Date: 11/1/2024- 0 Hour(s)/Month - 0 Hour(s) During Trading. 4. 10/01/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date: 6/1/2025 5.10/01/2025- JAMES HODSON AND JENNIFER HODSON - Real Estate Rental - Investment Related - COLLEGEVILLE, PA 19426 - OBA Start Date: 3/7/2025 - 0 Hour(s)/Month - 0 Hour(s) During Trading 6. 10/08/2025 - GLOBAL RETIREMENT PARTNERS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:6/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 160 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. 7. 10/08/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:6/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 8. 10/08/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:6/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-13
S63 Uniform Securities Agent State Law Examination 1992-10-07
  • S66 Uniform Combined State Law Examination
    2012-08-13
  • S63 Uniform Securities Agent State Law Examination
    1992-10-07
Designations
Other Names
  • Jennifer Anne Hodson
  • Jennifer Anne Richards

View on SEC IAPD

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