Best Investors Account Sign in
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

3440 Hamilton Blvd., Allentown, PA 18103 • 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
Massmutual Greater Philadelphia Allentown PA 12/2020 10/2021
Wesley Works Llc Emmaus PA 07/2018 Present
Lower Macungie Township Lower Macungie PA 06/2015 11/2020
Unemployed Wescosville PA 10/2021 11/2021
Legacy Planning Partners Allentown PA 12/2021 06/2023
Fedex Ground Breinigsville PA 05/2020 06/2021
Desales University Center Valley PA 08/2019 05/2021
Jf Enterprises Wescosville PA 08/2020 Present
Student Emmaus PA 12/2011 06/2021
Legacy Planning Partners Allentown PA 06/2023 Present
Commonwealth Financial Network Waltham MA 06/2023 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
  • 12/2020 → 10/2021
    Massmutual Greater Philadelphia
    Allentown, PA
  • 07/2018 → Present
    Wesley Works Llc
    Emmaus, PA
  • 06/2015 → 11/2020
    Lower Macungie Township
    Lower Macungie, PA
  • 10/2021 → 11/2021
    Unemployed
    Wescosville, PA
  • 12/2021 → 06/2023
    Legacy Planning Partners
    Allentown, PA
  • 05/2020 → 06/2021
    Fedex Ground
    Breinigsville, PA
  • 08/2019 → 05/2021
    Desales University
    Center Valley, PA
  • 08/2020 → Present
    Jf Enterprises
    Wescosville, PA
  • 12/2011 → 06/2021
    Student
    Emmaus, PA
  • 06/2023 → Present
    Legacy Planning Partners
    Allentown, PA
  • 06/2023 → 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) 2025-10-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-04-23 - hrs/mth - hrs/mth during trading 2) 2025-10-01 - HUB INTERNATIONAL - Outside/W-2 Employment - N - See DBA - 2025-04-23 - 0hrs/mth - 0hrs/mth during trading 3) 2025-10-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-04-23 - hrs/mth - hrs/mth during trading 4) 2025-10-01 - WESLEYWORKS - Outside/W-2 Employment - N - 500 Chestnut St., Emmaus, PA 18049 - 2025-04-23 - 20hrs/mth - 0hrs/mth during trading 5) 2025-10-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Y - at reported business location(s) - 2025-04-23 - 160hrs/mth - 8hrs/mth during trading - 6) 2025-10-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2025-04-23 - 160hrs/mth - 8hrs/mth during trading 7) 2025-10-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - Registered Investment Advisor DBA - Y - at reported business location(s) - 2025-04-23 - 160hrs/mth - 8hrs/mth during trading - 8) 2026-05-11 - Lehigh Valley Entertainment Services LLC - Business Owner - N - at reported business location(s) - 2025-04-23 - 36hrs/mth - 0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2022-06-17
Designations
Other Names
  • Joe Freemont

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Allentown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor