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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
PA RA APPROVED 2026-02-19
  • PA RA
    APPROVED
    Since 2026-02-19

Branch Locations

2730 Sydney Street, Suite 330, Pittsburgh, PA 15203 • 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
Hefren-Tillotson, Inc. Pittsburgh PA 12/2005 03/2025
Robert W. Baird & Co. Incorporated Pittsburgh PA 10/2022 03/2025
Hawili Finance Coach Gibsonia PA 03/2025 02/2026
Lpl Financial Llc Pittsburgh PA 02/2026 Present
Global Retirement Partners, Llc San Rafael CA 02/2026 Present
Hub International Chicago IL 02/2026 Present
  • 12/2005 → 03/2025
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
  • 10/2022 → 03/2025
    Pittsburgh, PA
  • 03/2025 → 02/2026
    Hawili Finance Coach
    Gibsonia, PA
  • 02/2026 → Present
    Lpl Financial Llc
    Pittsburgh, PA
  • 02/2026 → Present
    San Rafael, CA
  • 02/2026 → Present
    Hub International
    Chicago, IL
Previous Registrations
  • 2022-10-21 → 2025-03-19
    Pittsburgh, PA
    Pittsburgh, PA
  • 2014-10-14 → 2022-10-21
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
Other Businesses

1. 02/2026 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location(s) - Start Date 2/17/2026 2. 02/2026 -HUB INTERNATIONAL - Outside/W-2 Employment - Not Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Pittsburgh PA 15203 - Start Date 02/09/2026 3. 02/2026 - Non-Variable Insurance - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location(s) - Start Date 02/09/2026 4. 02/25/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/09/2026 - 160 hours per month/ during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 2/2026. 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. 02/25/2026 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/09/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-28
  • S66 Uniform Combined State Law Examination
    2006-02-28
Other Names
  • Rachel Margaret Sgarlata
  • Rachel Margaret Hawili

View on SEC IAPD

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