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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-04 |
Branch Locations
500 Commerce Drive, Suite 100, Moon Township, PA 15108 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2002 | 03/2017 |
| Heritage Wealth Management Group, Llc | Moon Township | PA | 01/2011 | Present |
| Raymond James Financial Services, Inc. | Moon Township | PA | 03/2017 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | Moon Township | PA | 03/2017 | 05/2022 |
| Montour School District | Robinson Twp | PA | 03/2018 | 01/2019 |
| Lpl Financial, Llc | Moon Township | PA | 05/2022 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 05/2022 | Present |
1) 5/2022 - DBA for LPL Business (entity for LPL business) - HUB Retirement and Wealth Management - Investment Related - Moon Township, PA 15108 2) 5/2022 - DBA for LPL Business (entity for LPL business) - Heritage Wealth Management Group, LLC - Investment Related - Moon Township, PA 15108 3) 5/2022 - DBA for LPL Business (entity for LPL business) - Heritage Wealth Management Group, LLC (A division of HUB Retirement and Wealth) - Investment Related - Moon Township, PA 15108 4)06/02/2022 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 4/2022. 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. 5)06/02/2022 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/ 8 Hours During Securities Trading. 6)06/02/2022 - HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HU - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 165 Hours Per Month/ 165 Hours During Securities Trading - Time Spent 95%. 7)06/02/2022 - Heritage Wealth Management Group, LLC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 165 Hours Per Month/ 165 Hours During Securities Trading - Time Spent 95%. 8) 10/29/2025- Villetta Barrea Society- Other - bartendsr- Not INV Related- At McKees Rocks PA- Start date 09/07/2025- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-16 |
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