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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
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 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

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
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
  • 01/2014 → 02/2026
    Paychex Securities Corporation
    Stoneham, MA
  • 07/2003 → 02/2024
    Paychex, Inc
    Stoneham, MA
  • 02/2024 → 02/2026
    Paychex, Inc
    Stoneham, MA
  • 03/2026 → Present
    Lpl Financial Llc
    Boston, MA
  • 03/2026 → Present
    San Rafael, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-31
S63 Uniform Securities Agent State Law Examination 2014-04-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-31
  • S63 Uniform Securities Agent State Law Examination
    2014-04-30

View on SEC IAPD

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