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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 2025-10-01
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

3440 Hamilton Blvd., Allentown, PA 18103 • 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
Securian Financial Services Inc. St. Paul MN 03/2014 07/2018
Legacy Planning Partners Allentown PA 03/2014 Present
Securian Financial Services St. Paul MN 07/2018 09/2019
Desales University Center Valley PA 08/2013 05/2017
Deloitte Philadelphia PA 09/2017 05/2018
Commonwealth Financial Network Waltham MA 10/2019 10/2025
Hub International Investment Services Inc. Kansas City MO 11/2024 Present
Lpl Financial Llc Allentown PA 10/2025 Present
Global Retirement Partners, Llc San Rafael CA 10/2025 Present
  • 03/2014 → 07/2018
    Securian Financial Services Inc.
    St. Paul, MN
  • 03/2014 → Present
    Legacy Planning Partners
    Allentown, PA
  • 07/2018 → 09/2019
    Securian Financial Services
    St. Paul, MN
  • 08/2013 → 05/2017
    Desales University
    Center Valley, PA
  • 09/2017 → 05/2018
    Deloitte
    Philadelphia, PA
  • 10/2019 → 10/2025
    Waltham, MA
  • 11/2024 → Present
    Hub International Investment Services Inc.
    Kansas City, MO
  • 10/2025 → Present
    Lpl Financial Llc
    Allentown, PA
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1. 06/2025 - Fixed Insurance Sales - Non-Variable Insurance - Investment Related - 20 Hour(s)/Month - 05 Hour(s) During Trading - Allentown, PA 18103 - OBA Start Date: 6/1/2025 2. 06/2025 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/19/2025 3. 06/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/19/2025 4. 06/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - 160 Hour(s)/Month - 08 Hour(s) During Trading - Allentown, PA 18103 - OBA Start Date: 11/1/2024 5. 10/08/2025- GLOBAL RETIRMENT PARTNERS-Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading- I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2025. 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. 6. 10/08/2025- HUB RETIREMENT AND WEAL TH MAN AGEMENT- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading 7. 10/08/2025- Legacy Planning, A Hub International Company-Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-24
  • S66 Uniform Combined State Law Examination
    2018-09-24
Designations

View on SEC IAPD

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