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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 2024-12-19
  • PA RA
    APPROVED
    Since 2024-12-19

Branch Locations

980 Jolly Road, Suite 100, Blue Bell, PA 19422 • 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
Primerica Financial Services Conshohocken PA 06/2016 12/2016
Pfs Investments Inc. Conshohocken PA 07/2016 12/2016
Pacer Financial, Inc. Paoli PA 05/2017 06/2017
State Farm Insurance Media PA 01/2017 05/2017
Primerica Financial Services Conshohocken PA 06/2016 12/2016
Pfs Investments Inc. Conshohocken PA 07/2017 09/2017
Hartford Funds Distributors, Llc Wane PA 11/2017 11/2024
State Farm Media PA 09/2017 11/2017
Amazon Flex Springfield PA 07/2017 08/2017
Lpl Financial Llc Blue Bell PA 11/2024 Present
Global Retirement Partners, Llc San Rafael CA 11/2024 Present
  • 06/2016 → 12/2016
    Primerica Financial Services
    Conshohocken, PA
  • 07/2016 → 12/2016
    Pfs Investments Inc.
    Conshohocken, PA
  • 05/2017 → 06/2017
    Pacer Financial, Inc.
    Paoli, PA
  • 01/2017 → 05/2017
    State Farm Insurance
    Media, PA
  • 06/2016 → 12/2016
    Primerica Financial Services
    Conshohocken, PA
  • 07/2017 → 09/2017
    Pfs Investments Inc.
    Conshohocken, PA
  • 11/2017 → 11/2024
    Hartford Funds Distributors, Llc
    Wane, PA
  • 09/2017 → 11/2017
    State Farm
    Media, PA
  • 07/2017 → 08/2017
    Amazon Flex
    Springfield, PA
  • 11/2024 → Present
    Lpl Financial Llc
    Blue Bell, PA
  • 11/2024 → Present
    San Rafael, CA
Other Businesses

1 - 11/2024 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Inv Related - 160 Hours/Month - 8 Hours During Trading - PA 19422 - OBA Start Date: 11/10/2024. 2 - 11/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 3 - 11/2024 - WHARTON HILL. A DIV OF HUB INTERNATIONAL - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 4- 12/04/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT- Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/11/2024 - 160 hours per month/ 8 hours during trading 5- 12/04/2024 - WHARTON HILL, A DIV OF HUB INTERNATIONAL- Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/11/2024 - 160 hours per month/ 8 hours during trading 6- 12/04/2024 - GLOBAL RETIREMENT PARTNERS- Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/11/2024 - 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 11/2024. 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. 7- 02/26/2025 - Non-Variable Insurance - Financial Advisor - Investment Related - At reported Business Location(s) - Start Date 02/24/2025 - 10 hours per month/ 2 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
S63 Uniform Securities Agent State Law Examination 2012-03-01
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19
  • S63 Uniform Securities Agent State Law Examination
    2012-03-01
Other Names
  • Manny Mejia
  • Manuel Mejia
  • Manuel Alejandro Mejia

View on SEC IAPD

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