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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 2023-11-06
TX RA APPROVED 2023-10-30
  • FL RA
    APPROVED
    Since 2023-11-06
  • TX RA
    APPROVED
    Since 2023-10-30

Branch Locations

1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Fort Lauderdale FL 01/1995 10/2023
Massmutual Life Insurance Company Fort Lauderdale FL 01/1995 10/2023
Lpl Financial Llc Ft Lauderdale FL 10/2023 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
Hub International Investment Services Kansas City MO 05/2025 Present
  • 01/1995 → 10/2023
    Fort Lauderdale, FL
  • 01/1995 → 10/2023
    Massmutual Life Insurance Company
    Fort Lauderdale, FL
  • 10/2023 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 10/2023 → Present
    San Rafael, CA
  • 05/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
  • 1995-02-14 → 2023-11-02
    Ft Lauderdale, FL
    Ft Lauderdale, FL
    Fort Lauderdale, FL
  • 2004-02-02 → 2005-09-06
    Family Wealth Counselors, Inc.
    Fort Lauderdale, FL
Other Businesses

1) 10/30/2023 - BLS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/30/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 10/30/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - HEAD OF RPW FOR HUB s FLORIDA - FL 33334 - Non investment related - 160 Hours per month - Start date: 12/01/2023. 4) 10/30/2023 - BLS Wealth Management, LLC - Non-Variable Insurance - Selling: Life, LTC, Disability, Medical, Group benefits, fixed annuities, MassMutual, Life Brokerage, Ash - Investment related - FL 33334 - 64 Hours per month - Start date: 10/23/2023. 5) 10/30/2023 - BLS WEALTH MANAGEMENT. A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date 12/01/2023 6) 10/30/2023 - BLS LIFE SETTLEMENT LLC - Business Entity For Tax/Investment Purposes Only - shell company - FL 33304 - Non investment related - Start date: 10/23/2023. 7) 11/10/2023 - BLS WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/23/2023 - 160 Hours Per Month/ 8 Hours During Trading 8) 11/10/2023 - BLS WEALTH MGMT A DIVSION OF HUB RETIREMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 8 Hours During Trading 9) 11/10/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 8 Hours During Trading 10) 11/10/2023 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/23/2023 - 160 Hours Per Month/ 8 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 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. 11) 08/15/2024 - HUB International Investment Services Inc. - Other - Accommodation BrokerDealer - Investment Related - At Reported Business Location(s) - Start Date 10/30/2023 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-05
  • S63 Uniform Securities Agent State Law Examination
    1996-01-05
Other Names
  • Mitchell B Starr

View on SEC IAPD

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