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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-10-11 |
| IN | RA | APPROVED | 2017-02-23 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
900 E. 96Th Street Suite 125, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Indianapolis | IN | 09/1993 | 02/2017 |
| Lpl Financial Llc | Indianapolis | IN | 02/2017 | Present |
| Global Retirement Partners, Llc | Indianapolis | IN | 02/2017 | Present |
| Hub International Investment Services | Kansas City | MO | 07/2025 | Present |
1) 11/30/2016 - CSI ADVISORY SERVICES - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 1/6/2017 2) 2/27/2017 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/6/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC], an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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) 2/27/2017 - Global Retirement Partners, LLC - DBA: CSI ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/6/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC], an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4) 06/02/2022 - Global Retirement Partners - DBA: CSi Advisory Services a division of HUB Internatio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 5) 06/07/2022 - 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 - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 6) 06/07/2022 - HUB International - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 7) 06/07/2022 - CSi Advisory Services a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 8) 06/21/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC - Inv Related - At reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 6/1/2022 - 0 Hr/Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-07 |
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