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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-06-14 |
| NH | RA | APPROVED | 2022-06-14 |
| RI | RA | APPROVED | 2022-06-14 |
| MA | RA | APPROVED | 2021-10-13 |
| CT | RA | APPROVED | 2021-10-04 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
396 Commonwealth Ave., Unit D-2A, Boston, MA 02215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2019 | 02/2021 |
| Cuna Mutual Group | Waverly | IA | 04/2019 | 02/2021 |
| University Of Connecticut | Storrs | CT | 11/2015 | 04/2019 |
| Liberty Partners Financial Services | Mount Pleasant | SC | 03/2021 | 08/2021 |
| Lpl Financial, Llc | Boston | MA | 08/2021 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 09/2021 | Present |
1) 08/20/2021 - DBA for LPL Business (entity for LPL business) - ALPHA PENSION GROUP, A DIVISION OF HUB NEW ENGLAND - Investment Related - Boston, MA 02215 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 08/20/2021 - Outside/W-2 Employment - HUB INTERNATIONAL - Not Investment Related - Boston, MA 0221 - Start Date:8/9/2021 - 80 Hrs/Mth - 4 Hrs During Trading. 3) 08/20/2021 - DBA for LPL Business (entity for LPL business) - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - Boston, MA 02215 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 03/17/2022 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 08/13/2021 - 120 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 120 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. 5) 08/13/2025 - HUB Retirement and Wealth Management - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-30 |
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