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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
CA RA APPROVED 2025-01-01
NJ RA APPROVED 2021-11-24
NY RA APPROVED 2021-11-23
  • CA RA
    APPROVED
    Since 2025-01-01
  • NJ RA
    APPROVED
    Since 2021-11-24
  • NY RA
    APPROVED
    Since 2021-11-23

Branch Locations

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

Whitestone, NY • 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
Axa Advisors, Llc New York NY 08/2009 06/2020
Equitable Advisors, Llc New York NY 08/2009 11/2021
Lpl Financial, Llc Whitestone NY 11/2021 Present
Hub International Whitestone NY 11/2021 Present
Hub International Investment Services Austin TX 06/2026 Present
Global Retirement Partners, Llc San Rafael CA 11/2021 Present
  • 08/2009 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2009 → 11/2021
    New York, NY
  • 11/2021 → Present
    Lpl Financial, Llc
    Whitestone, NY
  • 11/2021 → Present
    Hub International
    Whitestone, NY
  • 06/2026 → Present
    Hub International Investment Services
    Austin, TX
  • 11/2021 → Present
    San Rafael, CA
Previous Registrations
  • 2010-01-19 → 2021-12-06
    Melville, NY
    Melville, NY
    Brooklyn, NY
    New Hyde Park, NY
    New York, NY
    New Hyde Park, NY
    Los Angeles, CA
Other Businesses

1) 11/23/2021 - Outside/W-2 Employment - Hub International - Investment Related - 90% - Whitestone, NY 11357 - start date: 12/1/2021 2) 11/23/2021 - Non-Variable Insurance - Hub International - Investment Related - 90% - Whitestone, NY 11357 - Start date: 12/1/2021 3) 11/23/2021 - DBA for LPL Business (entity for LPL business) - GRP Financial - Investment Related - Whitestone, NY 11357 4) 11/23/2021 - Accommodation Broker/Dealer - Hub International Investment Services Inc. -Investment Related - Whitestone, NY 11357 - Start date: 12/1/2021 5) 11/23/2021 - DBA for LPL Business (entity for LPL business) - HUB Retirement and Wealth Management - Investment Related - Whitestone, NY 11357 6) 08/13/2025 - HUB Retirement and Wealth Management - Registered Investment Advisor DBA - Inv Rel - At reported Business Location(s) - Start date: 12/1/2021 - 160hrs/mnth 7) 08/13/2025 - Global Retirement Partners - Registered Investment Advisor Hybrid - Inv Rel - At reported Business Location(s) - Start date: 11/23/2021 - 160hrs/mnth. I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2021. 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) 08/14/2025 - 40-27/29 235th street realty llc - Real Estate Rental - Quogue NY - Inv Rel - Start date: 09/06/2023 9) 08/14/2025 - AV GG LLC - Real Estate Rental - Unit 5 New York - Inv rel - Start date: 06/01/2025 - 5Hrs/mnth 10) 10/13/2025- JEM HOLDINGS GROUP INC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 06/12/2014 11) 10/13/2025- GG AV FUND LP- Real Estate Rental- INV Related- At New York NY- Start date 12/31/2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-28
  • S66 Uniform Combined State Law Examination
    2009-09-28

View on SEC IAPD

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