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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
IN RA APPROVED 2022-10-28
KY RA APPROVED 2022-10-28
MI RA APPROVED 2022-10-28
OH RA APPROVED 2022-10-28
  • IN RA
    APPROVED
    Since 2022-10-28
  • KY RA
    APPROVED
    Since 2022-10-28
  • MI RA
    APPROVED
    Since 2022-10-28
  • OH RA
    APPROVED
    Since 2022-10-28

Branch Locations

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

655 Fox Run Road, Suite A, Findlay, OH 45840 • 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
The Leaders Group Inc Littleton CO 07/2014 08/2021
Financial Strategies Agency Findlay OH 07/2014 08/2021
Hub International Findlay OH 03/2021 Present
Lpl Financial, Llc Findlay OH 08/2021 Present
Global Retirement Partners, Llc San Rafael CA 10/2022 Present
Hub International Investment Services Kansas City MO 11/2025 Present
  • 07/2014 → 08/2021
    The Leaders Group Inc
    Littleton, CO
  • 07/2014 → 08/2021
    Financial Strategies Agency
    Findlay, OH
  • 03/2021 → Present
    Hub International
    Findlay, OH
  • 08/2021 → Present
    Lpl Financial, Llc
    Findlay, OH
  • 10/2022 → Present
    San Rafael, CA
  • 11/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Other Businesses

1) 05/2021 - Non-Variable Insurance - Hub International - 40Hrs/Mo During Trading - Investment Related - Findlay, OH 45840 2) 08/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - HUB Retirement and Wealth Management - Investment Related - Findlay, OH 45840 3) 2017 - Other - Warbucks Investment Club - 2HRS/MO 0HRS During Trading - Not Investment Related - Findlay, OH 45840 4) 1996 - Real Estate Rental - Kodiak Properties - 0Hrs/Mo During Trading - Investment Related - Findlay, OH 45840 5) 07/26/2023 - Global Retirement Partners - Investment Related - AT Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 10/16/2023 - 80 Hours Per Month/80 Hours During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 80 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-15
S63 Uniform Securities Agent State Law Examination 2022-02-23
  • S65 Uniform Investment Adviser Law Examination
    2022-09-15
  • S63 Uniform Securities Agent State Law Examination
    2022-02-23

View on SEC IAPD

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