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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 2023-11-21
TX RA APPROVED 2023-10-30
  • FL RA
    APPROVED
    Since 2023-11-21
  • TX RA
    APPROVED
    Since 2023-10-30

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services Ft Lauderdale FL 10/1982 10/2023
Massmutual Life Insurance Company Ft. Lauderdale FL 08/1980 10/2023
Lpl Financial Llc Ft Lauderdale FL 10/2023 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
Hub International Investment Services Kansas City MO 05/2025 Present
  • 10/1982 → 10/2023
    Mml Investors Services
    Ft Lauderdale, FL
  • 08/1980 → 10/2023
    Massmutual Life Insurance Company
    Ft. Lauderdale, FL
  • 10/2023 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 10/2023 → Present
    San Rafael, CA
  • 05/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
  • 1991-03-25 → 2023-11-01
    Ft Lauderdale, FL
    Ft Lauderdale, FL
    Fort Lauderdale, FL
  • 2004-02-02 → 2005-09-06
    Family Wealth Counselors, Inc.
    Fort Lauderdale, FL
Other Businesses

1) 08/21/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 2) 08/21/2023 - BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 3) 08/11/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2023 4) 08/11/2023 - BLS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 5) 08/11/2023 - BLS wealth Management - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2023 6) 11/1/2023: BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 7) 11/1/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 8) 11/1/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor Hybrid; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. 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. 9) 11/1/2023: HuB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 10) 08/15/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC. - Other - Accomidation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-03
  • S63 Uniform Securities Agent State Law Examination
    2000-10-03

View on SEC IAPD

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