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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
396 Commonwealth Ave. Unit D2A, Boston, MA 02215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Securities Corporation | Stoneham | MA | 01/2014 | 02/2026 |
| Paychex, Inc | Stoneham | MA | 07/2003 | 02/2024 |
| Paychex, Inc | Stoneham | MA | 02/2024 | 02/2026 |
| Lpl Financial Llc | Boston | MA | 03/2026 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2026 | Present |
1. 03/2026 - Hub Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/20/2026 2. 03/2026 - Hub International - Outside/W-2 Employment - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Boston, MA, 02215 - OBA Start Date: 03/02/2026 3. 04/01/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 3/2026. 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. 4. 04/01/2026 - Hub Retirement and Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-30 |
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