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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

110 Gibraltar Road #227, Horsham, PA 19044 • 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
Securian Financial Services Inc St. Paul MN 10/2008 09/2019
Legacy Planning Partners Plymouth Meeting PA 09/2008 Present
Commonwealth Financial Network Waltham MA 10/2019 01/2020
Commonwealth Financial Network Waltham MA 01/2020 10/2025
Legacy Planning Partners Plymouth Meeting PA 01/2020 Present
Hub International Investment Services Inc Kansas City MO 11/2024 Present
Lpl Financial Llc Blue Bell PA 10/2025 Present
Global Retirement Partners, Llc San Rafael CA 10/2025 Present
  • 10/2008 → 09/2019
    Securian Financial Services Inc
    St. Paul, MN
  • 09/2008 → Present
    Legacy Planning Partners
    Plymouth Meeting, PA
  • 10/2019 → 01/2020
    Waltham, MA
  • 01/2020 → 10/2025
    Waltham, MA
  • 01/2020 → Present
    Legacy Planning Partners
    Plymouth Meeting, PA
  • 11/2024 → Present
    Hub International Investment Services Inc
    Kansas City, MO
  • 10/2025 → Present
    Lpl Financial Llc
    Blue Bell, PA
  • 10/2025 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1. 9/2025- Twisted Monkey Yoga Studio-Coach/Sports/Fitness- Non Inv Rel- Rockledge, PA 19046- 4 Hrs Per Mnth- Start Date 06/01/2013 2. 9/2025- Legacy Planning, a HUB International Company- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 02/01/2025 3. 9/2025- HUB International- Outside/W-2 Employment- Non Inv Rel- Horsham PA 19044- Start Date 06/01/2025 4. 9/2025- Legacy Planning, a Hub International Company- Non-Variable Insurance- Inv Rel- Horsham PA 19044- Start Date 06/01/2025 5. 9/2025- Hub Retirement and Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/01/2025 6. 10/08/2025- HUB Retirement and Wealth Management- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 10/01/2025- 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 10/01/2025- 160 Hours Per Month- 8 Hours During Trading 8. 10/08/2025- Global Retirement Partners- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 10/01/2025- 160 Hours Per Month- 8 Hours During Trading-10/01/2025-I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2025. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-16
  • S66 Uniform Combined State Law Examination
    2006-08-16
Other Names
  • Natalie Hodak
  • Natalie Lyakhovetskaya
  • Natalie Hodak

View on SEC IAPD

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