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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 2025-01-01
NY RA APPROVED 2023-11-08
NJ RA APPROVED 2023-10-31
TX RA APPROVED 2023-10-30
  • FL RA
    APPROVED
    Since 2025-01-01
  • NY RA
    APPROVED
    Since 2023-11-08
  • NJ RA
    APPROVED
    Since 2023-10-31
  • TX RA
    APPROVED
    Since 2023-10-30

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 Fort Lauderdale FL 07/2013 10/2023
Mml Investors Services, Llc Fort Lauderdale FL 10/2013 10/2023
Lpl Financial Llc Ft Lauderdale FL 10/2023 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
Hub International Investment Services Kansas City MO 06/2025 Present
  • 07/2013 → 10/2023
    Mass Mutual Life Insurance Company
    Fort Lauderdale, FL
  • 10/2013 → 10/2023
    Fort Lauderdale, FL
  • 10/2023 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 10/2023 → Present
    San Rafael, CA
  • 06/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
Other Businesses

1. 10/30/2023: HUB INTERNATIONAL; Fort Lauderdale, FL; Outside/W-2 Employment; Not inv. related; start date 10/23/2023; 200hrs/mo.; 8hrs during trading. 2. 10/30/2023: Bienenfeld Lasek & Starr; At Reported Business Location(s); Non-Variable Insurance; Inv. related; start date 1/1/2016; 36hrs/mo.; 8hrs during trading. 3. 10/30/2023: DOLTON APPAREL; Plantation, FL; Other: Business Owner; Not inv. related; start date 1/1/2021; 4hrs/mo.; 0hrs during trading. 4. 10/30/2023: BLS WEALTH MANAGEMENT; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Inv. Related; star date 1/1/2016; 160hrs/mo.; 40hrs during trading. 5. 10/30/2023: SHIR KEIDAN WEALTH MANAGEMENT CORP; Fort Lauderdale, FL; Business Entity For Tax/Investment Purposes Only; Owner; Not inv. related; Start date 1/1/2022 . 6. 10/30/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/23/2023. 7. 11/2/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At Reported Business Location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 8. 11/2/2023: BLS WEALTH MANAGEMENT; At Reported Business Location(s); Registered Investment Advisor DBA; Inv. related; start date 1/1/2016; 160hrs/mo.; 8hrs during trading. 9. 11/2/2023: GLOBAL RETIREMENT PARTNERS; At Reported Business Location(s); Registered Investment Advisor Hybrid; Inv. related; start date 10/23/2023; 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 10/2023. 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. 08/13/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC - Other - Accomidation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-26
S65 Uniform Investment Adviser Law Examination 2015-04-15
  • S63 Uniform Securities Agent State Law Examination
    2019-07-26
  • S65 Uniform Investment Adviser Law Examination
    2015-04-15
Other Names
  • Shir Keidan

View on SEC IAPD

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