Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2015-12-10 |
| MD | RA | APPROVED | 2015-11-27 |
| VA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-31 |
Reach out to this advisor