Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-24 |
Branch Locations
5973 Avenida Encinas Suite 202, Carlsbad, CA 92008 • 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 |
|---|---|---|---|---|
| Lincoln Financial Distributors | San Diego | CA | 07/2015 | 11/2016 |
| Foundational Retirement Solutions Llc | Carlsbad | CA | 02/2018 | 11/2018 |
| Grp Advisor Alliance | Carlsbad | CA | 11/2016 | 11/2018 |
| Lpl Financial, Llc | Carlsbad | CA | 12/2018 | Present |
| Global Retirement Partners, Llc | Carlsbad | CA | 01/2019 | Present |
1)12/2018 - DBA for LPL Business (entity for LPL business) - GRP FINANCIAL - 100% - INVESTMENT RELATED - CARLSBAD, CA 92008 2)12/2018 - Registered Investment Advisor Hybrid - RIA GLOBAL RETIREMENT PARTNERS - 100% - INVESTMENT RELATED - CARLSBAD, CA 92008 3) 4/15/2021 - 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. 4) 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Start Date: 1/1/2021 - Supports the advisor(s) who will service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-17 |
| S66 | Uniform Combined State Law Examination | 2010-05-10 |
Reach out to this advisor