Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-15 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-15 |
Reach out to this advisor