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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
TX RA APPROVED 2022-04-01
  • TX RA
    APPROVED
    Since 2022-04-01

Branch Locations

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

3221 Collinsworth Street, Fort Worth, TX 76107 • 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
Nfp Securities, Inc. / Kestra Fort Worth TX 11/2008 Present
Gus Bates, A Division Of Hub International Fort Worth TX 09/2020 Present
Gus Bates Insurance & Investments Fort Worth TX 10/2008 06/2020
Lpl Financial, Llc Fort Worth TX 02/2021 Present
Global Retirement Partners, Llc Fort Worth TX 06/2021 Present
  • 11/2008 → Present
    Nfp Securities, Inc. / Kestra
    Fort Worth, TX
  • 09/2020 → Present
    Gus Bates, A Division Of Hub International
    Fort Worth, TX
  • 10/2008 → 06/2020
    Gus Bates Insurance & Investments
    Fort Worth, TX
  • 02/2021 → Present
    Lpl Financial, Llc
    Fort Worth, TX
  • 06/2021 → Present
    Fort Worth, TX
Other Businesses

1) 10/2020 - ACCOMMODATION BROKER/DEALER - HUB INTERNATIONAL INVESTMENTS SERVICES - Investment Related - Fort Worth, TX 76107 2) 7/2020 - Outside/W-2 Employment - HUB INTERNATIONAL - Investment Related - 100% - Fort Worth, TX 76107 3) 3/8/2021 - HUB Retirement & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2021 - 160 Hours Per Month During Securities Trading. 4) 6/15/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 2/15/2020 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 2/2020. 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. 5) 6/15/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/1/2021 - 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. 6) 8/4/2021 - HUB International Texas, Inc. - DBA: HUB International Texas - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/02/2021 - 160 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
S63 Uniform Securities Agent State Law Examination 2009-01-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
  • S63 Uniform Securities Agent State Law Examination
    2009-01-15
Other Names
  • Susan Westmoreland
  • Susan Rebecca Westmoreland
  • Susan Rebecca Blassingame

View on SEC IAPD

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