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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-28 |
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