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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
WY RA APPROVED 2024-08-07
  • WY RA
    APPROVED
    Since 2024-08-07

Branch Locations

601 4J Court, Unit A, Gillette, WY 82716 • 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
Commonwealth Financial Network Waltham MA 03/2015 06/2017
Purshe Kaplan Sterling Investments Albany NY 06/2017 06/2017
Legacy One Financial Advisors Austin TX 06/2017 06/2017
Commonwealth Financial Network Waltham MA 06/2017 09/2022
Planwise Financial Group Austin TX 03/2018 09/2022
Lpl Financial Llc Gillette WY 11/2022 Present
Global Retirement Partners, Llc San Rafael CA 05/2023 Present
  • 03/2015 → 06/2017
    Commonwealth Financial Network
    Waltham, MA
  • 06/2017 → 06/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2017 → 06/2017
    Legacy One Financial Advisors
    Austin, TX
  • 06/2017 → 09/2022
    Commonwealth Financial Network
    Waltham, MA
  • 03/2018 → 09/2022
    Planwise Financial Group
    Austin, TX
  • 11/2022 → Present
    Lpl Financial Llc
    Gillette, WY
  • 05/2023 → Present
    San Rafael, CA
Other Businesses

1) 11/2022- HUB RETIREMENT AND WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- GILLETTE, WY 2) 11/2022- MRP, A DIVISION OF HUB INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business)- inv. related- GILLETTE, WY 3) 11/2022- HUB INTERNATIONAL- Outside/W-2 Employment / Admin- inv. related- GILLETTE, WY - start date 11/14/2022- 160hrs/mth 4) 11/2022- Jennifer Cooper - Notary- inv. related- GILLETTE, WY - start date 11/14/2022- 0hrs/mth 5) 11/17/2022 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - Start Date - 11/14/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 11/2022. 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. 6) 11/17/2022 - GlobaL Retirement Partners - DBA: HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 11/14/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 7)11/17/2022 - Global Retirement Partners - DBA: MRP, A DIVISION OF HUB INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 11/14/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-25
S63 Uniform Securities Agent State Law Examination 2000-11-11
  • S65 Uniform Investment Adviser Law Examination
    2023-05-25
  • S63 Uniform Securities Agent State Law Examination
    2000-11-11
Other Names
  • Jennifer Lucille Hendricks
  • Jennifer Lucille Ingersoll
  • Jennifer Joubert
  • Jennifer Lucille Joubert

View on SEC IAPD

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