Best Investors Account Sign in
Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-07-04
  • IL RA
    APPROVED
    Since 2022-07-04

Branch Locations

707 Skokie Blvd., Suite 400, Northbrook, IL 60062 • 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
Nationwide Columbus OH 04/2016 11/2018
Sheridan Road Advisors, Llc (Dba: Sheridan Road) Northbrook IL 01/2019 10/2022
Hub/Sheridan Road Chicago IL 04/2019 10/2022
Lpl Financial, Llc Northbrook IL 04/2019 Present
Global Retirement Partners, Llc San Rafael CA 07/2022 Present
  • 04/2016 → 11/2018
    Nationwide
    Columbus, OH
  • 01/2019 → 10/2022
    Sheridan Road Advisors, Llc (Dba: Sheridan Road)
    Northbrook, IL
  • 04/2019 → 10/2022
    Hub/Sheridan Road
    Chicago, IL
  • 04/2019 → Present
    Lpl Financial, Llc
    Northbrook, IL
  • 07/2022 → Present
    San Rafael, CA
Previous Registrations
  • 2019-02-19 → 2022-10-25
    Sheridan Road Advisors, Llc, A Hub International Company
    Northbrook, IL
  • 2010-03-26 → 2011-06-08
    Timonium, MD
Other Businesses

1. 6/14/2019 - Sheridan Road Financial, a division of HUB International - DBA: Sheridan Road Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month. 2. 8/28/2019 - Sheridan Road Advisors, LLC - DBA: (Hybrid)Sheridan Road Advisors LLC, a HUB Intl Co. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Sheridan Road Advisors, LLC., an independent investment advisor firm. I started this business activity in 08/2018. 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. 3. 8/28/2019 - SHERIDAN ROAD ADVISORS LLC - DBA: (Hybrid) Sheridan Road - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 150 Hours Per Month/I provide investment advisory services through Sheridan Road Advisors, LLC., an independent investment advisor firm. I started this business activity in 08/2018. I expect to spend approximately 150 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. 4. 9/23/2019 - HUB International Investment Services, Inc. - Investment Related - 55 East Jackson Blvd., Chicago, IL 60604 - Outside/W-2 Employment - Registered Representative - Start Date: 07/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 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: 1/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 5/11/2021 - Sheridan Road Advisors - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Started 1/1/2021. 7. 12/19/2022 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading 8. 12/22/2022 - Global Retirement Partners, LLC - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date - 10/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading 9. 04/05/2023 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/31/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 1 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-12-28
  • S63 Uniform Securities Agent State Law Examination
    1981-12-28
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Northbrook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor