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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 2019-01-24
  • CA RA
    APPROVED
    Since 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

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
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
  • 07/2015 → 11/2016
    Lincoln Financial Distributors
    San Diego, CA
  • 02/2018 → 11/2018
    Foundational Retirement Solutions Llc
    Carlsbad, CA
  • 11/2016 → 11/2018
    Grp Advisor Alliance
    Carlsbad, CA
  • 12/2018 → Present
    Carlsbad, CA
  • 01/2019 → Present
    Carlsbad, CA
Previous Registrations
  • 2018-03-28 → 2019-01-23
    Foundational Retirement Solutions Llc
    Haines, AK
  • 2010-11-30 → 2014-10-22
    Fort Mill, SC
  • 2010-05-19 → 2010-11-30
    Nrp Advisors, Inc.
    Capistrano Beach, CA
    Bryan, OH
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-17
S66 Uniform Combined State Law Examination 2010-05-10
  • S63 Uniform Securities Agent State Law Examination
    2020-09-17
  • S66 Uniform Combined State Law Examination
    2010-05-10

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