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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 | 2022-07-01 |
Branch Locations
707 Skokie Blvd. Suite 400, Northbrook, IL 60062 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Variable Life Insurance Company | Chicago | IL | 12/2015 | 08/2017 |
| Chase | Park Ridge | IL | 08/2017 | 01/2018 |
| Steve Domsky | Northbrook | IL | 01/2018 | 03/2018 |
| Steve Domsky | Northbrook | IL | 03/2018 | 02/2020 |
| Northwestern Mutual Investment Services Llc | Northbrook | IL | 03/2018 | 02/2020 |
| Valic Financial Advisors Inc | Chicago | IL | 12/2015 | 08/2017 |
| Jp Morgan Securities Inc | Park Ridge | IL | 08/2017 | 01/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2018 | 02/2021 |
| David C Park | Schaumburg | IL | 02/2020 | 02/2021 |
| Lpl Financial, Llc | Libertyville | IL | 02/2021 | Present |
| Highpoint Advisor Group, Llc | Libertyville | IL | 02/2021 | 07/2022 |
| Hub International | Chicago | IL | 12/2021 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2022 | Present |
1) 8/2/2022: HUB International; At Reported Business Location(s); Outside/W-2 Employment; Inv. related; start date 7/1/2022; 160hrs/mo. during trading. 2) 8/3/2022: Global Retirement Partners, LLC; At Reported Business Location(s); Registered Investment Advisor Hybrid; Licensed admin; Inv. related; start date 7/1/2021; 160hrs/mo. during trading. I provide administrative support to Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 7/2022. 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. 3) 8/3/2022: Global Retirement Partners, LLC; DBA: HUB International; At Reported Business Location(s); Registered Investment Advisor DBA; Licensed admin; Inv. related; start date 7/1/2021; 160hrs/mo. during trading. 4) 8/5/2022: HUB International; DBA: HUB Retirement and Wealth Management; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 7/1/2021; 160hrs/mo. during trading. 5) 8/24/2022: Global Retirement Partners, LLC; DBA: HUB Retirement and Wealth Management; At Reported Business Location(s); Registered Investment Advisor DBA; Licensed admin; Inv. related; start date 7/1/2021; 160hrs/mo. during trading. 6) 8/24/2022: Global Retirement Partners, LLC; DBA: HUB Retirement and Wealth Management; At Reported Business Location(s); Registered Investment Advisor DBA; Inv. related; start date 12/1/2022; 160hrs/mo. during trading. 7) 8/24/2022: HUB International; DBA: HUB Retirement and Wealth Management; At Reported Business Location(s); Registered Investment Advisor DBA; Inv. related; start date 12/1/2022; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-05 |
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