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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
FL RA APPROVED 2023-12-15
NJ RA APPROVED 2023-12-06
  • FL RA
    APPROVED
    Since 2023-12-15
  • NJ RA
    APPROVED
    Since 2023-12-06

Branch Locations

1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • 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
Mass Mutual Life Insurance Company Flushing NY 01/2010 10/2023
Mml Investors Services Inc Teaneck NJ 03/2010 10/2023
Lpl Financial Llc Ft Lauderdale FL 10/2023 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
  • 01/2010 → 10/2023
    Mass Mutual Life Insurance Company
    Flushing, NY
  • 03/2010 → 10/2023
    Mml Investors Services Inc
    Teaneck, NJ
  • 10/2023 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 10/2023 → Present
    San Rafael, CA
Previous Registrations
  • 2022-05-13 → 2023-11-02
    New York, NY
    Ft Lauderdale, FL
    Flushing, NY
    Fort Lauderdale, FL
    Teaneck, NJ
    Teaneck, NJ
Other Businesses

1) 10/30/2023- BLS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s) - Start Date 01/01/2010 2) 10/30/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s) - Start Date 10/23/2023 3) 10/30/2023- BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT - DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s) - Start Date 10/23/2023 4) 10/30/2023 - HUB INTERNATIONAL- Parent company to GRP - Outside/W-2 Employment- Advisor and Agent - Non-Inv. Related- at reported business location(s)- start date 10/23/2023- 50hrs/mth/ 8 Hours During Trading 5) 12/07/2023 - BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date: 10/23/2023 - 160 Hrs/Mo; 8 Hrs During Trading. 6) 12/07/2023 - BLS WEALTH MANAGEMENT - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date: 1/2/2010 - 160 Hrs/Mo; 8 Hrs During Trading. 7) 12/07/2023 - GLOBAL RETIREMENT PARTNERS - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Start Date: 6/27/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 6/2023. 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. 8) 12/07/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Start Date: 10/23/2023 - 160 Hrs/Mo; 8 Hrs During Trading 9) 08/15/2024 - HUB INTERNATIONAL INVESMENT SERVICES INC - Other - Accommodation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 06/21/2024 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-12
S63 Uniform Securities Agent State Law Examination 2010-06-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-12
  • S63 Uniform Securities Agent State Law Examination
    2010-06-15
Other Names
  • Jenna Bienenfeld

View on SEC IAPD

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