Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
3440 Hamilton Blvd., Allentown, PA 18103 • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-09-30 |
Reach out to this advisor