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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
5973 Avenida Encinas, Suite 202, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Services | San Diego | CA | 07/2006 | 03/2023 |
| Lpl Financial Llc | Carlsbad | CA | 03/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2023 | Present |
| Hub International | Chicago | IL | 03/2023 | Present |
1) 2023-03-31 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - GRP FINANCIAL - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-03-30 - hrs/mth - hrs/mth during trading 2) 2023-03-31 - HUB INTERNATIONAL - Outside/W-2 Employment - N - 837 Elizabeth st SD CA 92113 - 2023-03-30 - 160hrs/mth - 100hrs/mth during trading 3) 2023-04-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2023-03-30 - 160hrs/mth - 8hrs/mth during trading 4) 2023-04-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - GRP FINANCIAL - Registered Investment Advisor DBA - Y - at reported business location(s) - 2023-03-30 - 160hrs/mth - 8hrs/mth during trading - 5) 2025-08-21 - Amazon - Outside/W-2 Employment - N - San Diego Facility - 2025-08-18 - 48hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-28 |
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