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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 2025-10-01
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

3440 Hamilton Blvd., Allentown, PA 18103 • 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
Securian Financial Services, Inc St. Paul MN 09/2009 09/2019
Legacy Planning Partners Coopersburg PA 06/2009 Present
Commonwealth Financial Network Waltham MA 10/2019 Present
Hub International Investment Services Inc. Kansas City MO 11/2024 Present
Global Retirement Partners, Llc San Rafael CA 10/2025 Present
  • 09/2009 → 09/2019
    Securian Financial Services, Inc
    St. Paul, MN
  • 06/2009 → Present
    Legacy Planning Partners
    Coopersburg, PA
  • 10/2019 → Present
    Waltham, MA
  • 11/2024 → Present
    Hub International Investment Services Inc.
    Kansas City, MO
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
  • 2019-10-01 → 2025-10-02
    Allentown, PA
    Orefield, PA
  • 2012-03-06 → 2019-10-07
    Securian Financial Services, Inc.
    Allentown, PA
Other Businesses

1. 04/2025- LEGACY PLANNING, A HUB INTERNATIONAL COMPANY- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 06/01/2025 2. 04/2025- HUB RETIREMENT AND WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 06/01/2025 3. 04/2025- HUB INTERNATIONAL- Outside/W-2 Employment- Non Inv Rel- Allentown,PA 18103- 160 Hrs Per Mnth- 8 Hrs During Trading- Start Date 11/01/2024 4. 10/08/2025- GLOBAL RETIREMENT PARTNERS- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading- I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 6/2025. 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. 10/08/2025- LEGACY PLANNING, A HUB INTERNATIONAL COMPANY- Registered Investment Advisor DBA- INV Related- At Reported Business location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading 6. 10/08/2025- HUB RETIREMENT AND WEALTH MANAGEMENT-Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
  • S66 Uniform Combined State Law Examination
    2009-12-29
Other Names
  • Angela Lisa Beidleman
  • Angela Lisa Graybill

View on SEC IAPD

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