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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-01 |
Branch Locations
707 Skokie Blvd., Suite 400, Northbrook, IL 60062 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-02-09 |
| WI | RA | APPROVED | 2012-09-10 |
| IL | RA | APPROVED | 2012-09-07 |
| TX | RA | APPROVED | 2012-09-07 |
Branch Locations
707 Skokie Blvd Ste 400, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheridan Road Financial, Llc | Northbrook | IL | 01/2005 | 12/2018 |
| Lpl Financial Llc | Northbrook | IL | 11/2010 | Present |
| Independent Financial Partners | Northbrook | IL | 10/2010 | 01/2019 |
| Sheridan Road Advisors Llc, A Hub International Company | Northbrook | IL | 07/2018 | 10/2022 |
| Hub International | Northbrook | IL | 01/2019 | 10/2022 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2021 | Present |
1.06/14/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sheridan Road Financial; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; hrs during trading 2.09/23/2019; HUB International Investment Services, Inc.; Outside/W-2 Employment; Investment Related; 55 East Jackson Boulevard Chicago,Illinois; Start Date 07/01/2019; 10hrs/mth; 10hrs during trading 3.04/16/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name HUB Retirement and Wealth Management; Investment Related; at Reported Business Location(s); Start Date 01/01/2021; 160hrs/mth; 160hrs during trading 4.07/30/2021; (Hybrid) HUB Retirement and Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/01/2021; hrs/mth; hrs during trading; 5.12/19/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name HUB Retirement and Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/01/2021; 40hrs/mth; 40hrs during trading 6.03/17/2023; (Hybrid) Global Retirement Partners, LLC / Global Retirement Partners, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/27/2021; 40hrs/mth; 40hrs during trading; I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 40] 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. 7.08/25/2026; Basic Capital; For-Profit Board Member; Not Investment Related; New York City,NY; Start Date 09/01/2026; 2hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-29 |
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