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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
DC RA APPROVED 2015-12-10
MD RA APPROVED 2015-11-27
VA RA APPROVED 2015-11-13
  • DC RA
    APPROVED
    Since 2015-12-10
  • MD RA
    APPROVED
    Since 2015-11-27
  • VA RA
    APPROVED
    Since 2015-11-13

Branch Locations

8300 Greensboro Drive, Suite 700, Mclean, VA 22102 • 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
Self Employed Vienna VA 07/1973 Present
Washington Financial Group, Llp Vienna VA 03/1999 Present
Lpl Financial, Llc Mclean VA 11/2012 Present
Global Retirement Partners, Llc Mclean VA 11/2015 Present
  • 07/1973 → Present
    Self Employed
    Vienna, VA
  • 03/1999 → Present
    Washington Financial Group, Llp
    Vienna, VA
  • 11/2012 → Present
    Lpl Financial, Llc
    Mclean, VA
  • 11/2015 → Present
    Mclean, VA
Previous Registrations
  • 2005-01-06 → 2012-12-06
    Mclean, VA
    Potomac, MD
    Mclean, VA
    Vienna, VA
  • 2003-01-02 → 2011-12-31
    Washington Financial Group, Inc.
    Potomac, MD
Other Businesses

1. 10/24/2012 - NON-VARIABLE INSURANCE - AGENT OFFERS LIFE, DISABILITY, AND LONG TERM CARE INSURANCE, FIXED ANNUITIES. - TIME SPENT 10% - MCLEAN, VA. 2. 10/24/2012 - Washington Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 10/24/2012 - REAL ESTATE RENTAL - RENTAL PROPERTY / OWNER - TIME SPENT 0% - ARLINGTON, VA. 4. 10/24/2012 - REAL ESTATE RENTAL - REAL ESTATE RENTAL. OWNER OF PROPERTY. - TIME SPENT 0% - BLACKSBURG, VA. 5. 10/24/2012 - NON-VARIABLE INSURANCE - WFG BENEFITS, INC. - PRESIDENT. INSURANCE AGENCY THAT OFFERS GROUP INSURANCE. - TIME SPENT 50% - MCLEAN, VA. 6. 11/17/2015 - Global Retirement Partners, LLC - INV REL - 1410 Spring Hill Road, Suite 425, McLean, VA 22102 - Registered Investment Advisor Hybrid - START 11/03/2015 - 10 HOURS PER MONTH DURING TRADING - IAR- Advisor will serve as an Investment Advisor Representative under the Global Retirement Partners RIA. 7. 9/27/2019 - Washington Financial Group, a division of HUB International Mid-Atlantic Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/15/2019 - 30 Hours Per Month/30 Hours During Securities Trading. 8. 10/2/2019 - Washington Financial Group, a division of HUB International Mid-Atlantic Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/15/2019 - 30 Hours Per Month/30 Hours During Securities Trading. 9. 5/7/2020 - HUB International Investment Services Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Started 10/31/2019 - 0 Hours Per Month - Only registered with this entity to receive payments from compensation paid to the entity from LPL. 10. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 11. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-14
S63 Uniform Securities Agent State Law Examination 1983-05-31
  • S65 Uniform Investment Adviser Law Examination
    1997-07-14
  • S63 Uniform Securities Agent State Law Examination
    1983-05-31
Designations

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