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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
228 W Gay Street, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Independence Planning, Llc | Conshohocken | PA | 02/2022 | 07/2023 |
| Certainteed | Malvern | PA | 09/2019 | 02/2022 |
| Certainteed | Malvern | PA | 08/2016 | 09/2019 |
| Cetera Advisor Networks | El Segundo | CA | 02/2022 | 05/2022 |
| Cetera Advisor Networks | El Segundo | CA | 05/2022 | 07/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2023 |
| Commonwealth Financial Network | Waltham | HI | 07/2023 | 10/2025 |
| Hub International Investment Services Inc. | Kansas City | MO | 11/2024 | Present |
| Lpl Financial Llc | West Chester | PA | 10/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2025 | Present |
1. 05/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - WEST CHESTER, PA 19380 - OBA Start Date: 11/1/2024 2. 05/2025 - 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 3. 05/2025 - HUB RETI REMENT 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 4. 10/08/2025- GLOBAL RETIREMENT PARTNERS-Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours Per Month-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. 5. 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 6. 10/08/2025- HUB RETIREMENT AND WEATH MANAGEMENT- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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