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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-06
  • FL RA
    APPROVED
    Since 2023-11-06

Branch Locations

1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Fort Lauderdale FL 07/2012 10/2023
Mml Investors Services Fort Lauderdale FL 09/2012 10/2023
Lpl Financial Llc Ft Lauderdale FL 10/2023 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
Hub International Investment Services Kansas City MO 06/2025 Present
  • 07/2012 → 10/2023
    Massmutual Life Insurance Company
    Fort Lauderdale, FL
  • 09/2012 → 10/2023
    Mml Investors Services
    Fort Lauderdale, FL
  • 10/2023 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 10/2023 → Present
    San Rafael, CA
  • 06/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
Other Businesses

1) 08/24/2023 - BLS, A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 08/24/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 08/24/2023 - NOVEK ENTERPRISES - Non-Variable Insurance - Selling: Life, LTC, Disability, Medical, Group benefits, fixed annuities/MassMutual, Life Brokerage, Ash - FL 33076 - Investment related - 120 Hours per month - Start date: 10/23/2023. 4) 08/24/2023 - BLS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 5) 10/30/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Start Date 10/23/2023 - 80 Hours Per Month/ 4 Hours During Trading. 6) 11/29/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/203; 160hrs/mo.; 8hrs during trading. 7) 11/29/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. 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. 8) 11/29/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 4/1/2012; 160hrs/mo.; 8hrs during trading. 9) 11/29/2023: BLS, A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 10) 01/29/2024: No Business Name - Non-Inv Related - Parkland, FL - Other - Fedex Linehaul Contractor - Owner - Started: 2/1/2024 - 5 Hrs/mo; 0 Hr During Trading. 11) 06/21/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC - Inv Related - At Reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 6/10/2024 - 0 Hr/Mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-13
  • S66 Uniform Combined State Law Examination
    2007-08-13
Other Names
  • Craig Novek
  • Craig Eric Novek

View on SEC IAPD

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