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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-09 |
| SC | RA | APPROVED | 2026-02-09 |
| NC | RA | APPROVED | 2019-06-05 |
| FL | RA | APPROVED | 2019-03-15 |
| KY | RA | APPROVED | 2019-03-15 |
| VA | RA | APPROVED | 2019-02-20 |
Branch Locations
601 93Rd Ave. N, St. Petersburg, FL 33702 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | St Petersburg | FL | 10/2009 | Present |
| Independent Financial Partners | St Petersburg | FL | 11/2009 | 02/2019 |
| Global Retirement Partners, Llc | St. Petersburg | FL | 02/2019 | Present |
| Hub International Investment Services | Kansas City | MO | 08/2025 | Present |
1. 10/30/2009: Garnett Retirement Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/30/2009: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 15% - Market and sell fixed insurance business including health and long term care insurance. 3. 3/26/2013: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10% - Captive Insurance. 4. 3/4/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/15/2019 - 160 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 02/2019. I expect to spend approximately 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. 5. 1/4/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) Garnett Retirement Group a Division of HUB International - Registered Investment Advisor DBA - Started 01/01/2021 - 160 Hours Per Month During Securities Trading. 6. 1/12/2021 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 01/01/2021 - 160 Hours Per Month During Securities Trading - HUB International is buying practice and will be 100% owner. Role will remain the same but now will be an employee of HUB. 7. 1/12/2021 - Garnett Retirement Group a Division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 160 Hours Per Month During Securities Trading - HUB International is purchasing practice and will now be 100% owner. 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 | 2007-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-03 |
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