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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 2022-08-11
  • CA RA
    APPROVED
    Since 2022-08-11

Branch Locations

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

701 University Avenue, Suite 100, Sacramento, CA 95825 • 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
Quintes Financial Services, Llc Salinas CA 12/2016 Present
Quintes Administrative & Insurance Services, Llc Salinas CA 05/2016 Present
Hub International, Inc. Chicago IL 07/2022 Present
Global Retirement Partners, Llc San Rafael CA 08/2022 Present
  • 12/2016 → Present
    Quintes Financial Services, Llc
    Salinas, CA
  • 05/2016 → Present
    Quintes Administrative & Insurance Services, Llc
    Salinas, CA
  • 07/2022 → Present
    Hub International, Inc.
    Chicago, IL
  • 08/2022 → Present
    San Rafael, CA
Previous Registrations
  • 2017-10-05 → 2023-02-21
    Quintes Financial Services, Llc
    Watsonville, CA
  • 2016-05-03 → 2016-05-23
    Salinas, CA
    San Jose, CA
  • 2014-08-11 → 2016-01-25
    Hayashi & Wayland Investment Services, Llc
    Salinas, CA
Other Businesses

1)Independent Insurance Agent;yes:1188 PADRE DR STE 101,SALINAS, CA 93901;fixed insurance;Independent Insurance Agent;12/21/2015;1;1;sales of fixed insurance PRODUCTS; 2)Ruben Hernandez-RENTAL PROPERTY;no;Madera, CA;RENTAL PROPERTY;Owner;1;0;MANAGE & MAINTAIN 3)QUINTES ADMINISTRATIVE AND INSURANCE SERVICES;YES;1188 PADRE DR STE 200,SALINAS, CA 93901;RETIREMENT PLAN CONSULTANT;03/09/2016;80/0;SALE AND SERVICING TPA AND INSURANCE SERVICES TO QUALIFIED RETIREMENT PLANS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-25
S63 Uniform Securities Agent State Law Examination 2009-02-03
  • S65 Uniform Investment Adviser Law Examination
    2017-09-25
  • S63 Uniform Securities Agent State Law Examination
    2009-02-03

View on SEC IAPD

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