Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-11-30 |
Branch Locations
4600 S. Ulster Street Suite 550, Denver, CO 80237 • 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 | Denver | CO | 07/2012 | Present |
| Global Retirement Partners, Llc | Denver | CO | 09/2016 | Present |
| Hub International Investment Services, Inc. | Chicago | IL | 11/2021 | Present |
1) 12/23/2014: MRP - DBA for LPL Business (entity for LPL business) - Investment Related - 4600 S. Ulster St. Suite 380, Denver, CO 80237 - Start 01/01/2014 - 160 Hr/Mo; 160 Hour(s) During Securities Trading 2) 08/18/2016: Inter-Mountain Retirement Partners - Business Entity For Tax/Investment Purposes Only - Investment Related - 4600 S. Ulster St. Suite 380, Denver CO 80237 - Start 06/11/2012 - 160 Hr/Mo; 80 Hour(s) During Securities Trading 3) 10/18/2016: Global Retirement Partners - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners - Investment Related - 4600 S. Ulster St, Suite 380, Denver, CO, 80237 - Start 04/01/2015 - 160 Hr/Mo; 80 Hour(s) During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in October 2016. 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. 4) 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading 5) 9/13/2019 - MRP, a division of HUB International - DBA: MRP, a division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 6) 9/26/2019 - Global Retirement Partners, LLC - DBA: MRP, a division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 7) 12/12/2019 - Hub International Investment Services Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Started 10/31/2019 - 0 Hours Per Month 8) 4/16/2021 - 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) 5/6/2021 - 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 10) 06/13/2023 - 5525 E Yale Ave LLC - Investment Related - Denver, CO - Real Estate Rental - Start Date 05/25/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading 11) 02/14/2024- Toldjya- Other - Podcast- Host- Investment Related- At Reported Business Location(s)- Start Date 3/1/2024- 4 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-04 |
Reach out to this advisor