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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
FL RA APPROVED 2025-10-09
PA RA APPROVED 2025-10-01
  • FL RA
    APPROVED
    Since 2025-10-09
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

Key Largo, FL • United States

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
Minnesota Life St Paul MN 04/1992 09/2019
Securian Financial Services, Inc. St Paul MN 04/1992 09/2019
Legacy Planning Partners Allentown PA 01/2011 Present
Commonwealth Financial Network Waltham MA 10/2019 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
  • 04/1992 → 09/2019
    Minnesota Life
    St Paul, MN
  • 04/1992 → 09/2019
    Securian Financial Services, Inc.
    St Paul, MN
  • 01/2011 → Present
    Legacy Planning Partners
    Allentown, PA
  • 10/2019 → 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
  • 2019-10-01 → 2025-10-02
    Allentown, PA
    Waltham, MA
    Key Largo, FL
    Key Largo, FL
  • 2007-05-25 → 2019-10-09
    Securian Financial Services, Inc.
    Allentown, PA
    Coopersburg, PA
Other Businesses

1.10/01/2025- CASTLE HILL PROPERTIES LLC - Real Estate Rental - Investment Related - Orefield, PA 18069 - OBA Start Date: 5/28/2010 - 0 Hour(s)/Month - 0 Hour(s) During Trading. 2. 10/01/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Investment Related - Key Largo, FL 33037 - OBA Start Date: 8/1/2025 -160 Hour(s)/Month - 8 Hour(s) During Trading. 3. 10/01/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - Key Largo, FL 33037 - OBA Start Date: 11/1/2024 - 160 Hour(s)/Month - 8 Hour(s) During Trading 4. 10/01/2025- HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date: 1/1/1999. 5. 10/01/2025- Fixed Annuities/Fixed & Index Life Insurance/Long-Term-Care and Disability Insurance - Non-Variable Insurance - Investment Related - Key Largo, FL 33037 - OBA Start Date: 1/1/1999 - 30 Hour(s)/Month - 1-2 Hour(s) During Trading 6) 10/08/2025 - GLOBAL RETIREMENT PARTNERS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:8/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading.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. 7) 10/08/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - Investment Related - Registered Investment Advisor DBA -At Reported Business Location(s) - Start Date:11/1/2024 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-09-30
  • S63 Uniform Securities Agent State Law Examination
    1980-09-30
Designations

View on SEC IAPD

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