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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
NY RA APPROVED 2023-11-27
  • NY RA
    APPROVED
    Since 2023-11-27

Branch Locations

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

Merrick, NY • 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
Axa Advisors, Llc New York NY 06/2010 06/2020
Equitable Advisors, Llc New York NY 06/2010 11/2021
Hub International Douglaston NY 12/2021 Present
Lpl Financial Llc Merrick NY 11/2023 Present
Global Retirement Partners, Llc San Rafael CA 11/2023 Present
  • 06/2010 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2010 → 11/2021
    New York, NY
  • 12/2021 → Present
    Hub International
    Douglaston, NY
  • 11/2023 → Present
    Lpl Financial Llc
    Merrick, NY
  • 11/2023 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1) 11/21/2023 - Non-Variable Insurance - At reported business location(s) - Inv. related - start date 10/13/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 11/21/2023 - MPG DOUGLASTON LLC - Business Entity For Tax/Investment Purposes Only - partner - Non-inv. Related - Douglaston, NY - start date 10/15/2013 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 11/21/2023 - 40- 27/29 235th Street Realty LLC - Business Entity For Tax/Investment Purposes Only- partner - Non-inv. Related- Douglaston, NY- start dat 7/1/2018- 0hrs 4) 11/21/2023 - WOODSMEN HOLDINGS LLC - Business Entity For Tax/Investment Purposes Only - Owner- Non-inv. Related - Dix Hills, NY - start date 8/1/2022- 0hrs 5) 11/21/2023: HUB RETIREMENT AND WEALTH MANANGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s) - Start date: 07/28/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 6) 11/21/2023 - WOODSMEN CONSULTING GROUP - Business Entity For Tax/Investment Purposes Only - Non Inv Rel - At reported business location(s) - Start date: 07/28/2023 - 5 Hrs/Mth - 0 Hrs During Trading. 7) 11/21/2023: HUB INTERNATIONAL- Outside/W-2 Employment - Non Inv Rel - Financial Sales/SVP - Douglaston, NY -start date 7/28/2023- 160 Hrs/Mth - 8 Hrs During Trading. 8) 11/21/2023: WOODSMEN HOLDINGS LLC - Business Entity For Tax/Investment Purposes Only- owner - Non-Inv. Related- Dix Hills, NY - start date 8/1/2022- 0hrs. 9) 11/30/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; start date 7/28/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 7/2023. 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. 10) 11/30/2023 - HUB RETIREMENT AND WEALTH MANANGEMENT - Registered Investment Advisor DBA - Inv Rel - At reported business location(s) - Start date: 07/28/2023 - 160hrs/mo.; 8hrs during trading. 11) 06/16/2025 - Lightning Liquidators LLC - Not Investment Related - Other - Business owner - Hills, NY - Start Date:12/01/2023 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-30
  • S66 Uniform Combined State Law Examination
    2010-09-30

View on SEC IAPD

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