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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-15 |
| ID | RA | APPROVED | 2025-01-16 |
| MT | RA | APPROVED | 2025-01-16 |
| WA | RA | APPROVED | 2025-01-16 |
Branch Locations
835 N Post Street, Suite 203, Spokane, WA 99201 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-29 |
| WA | RA | APPROVED | 2013-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Spokane | WA | 02/2013 | Present |
| Hub International, Inc. | Chicago | IL | 02/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 01/2025 | Present |
1) 01/09/2013: M & O Lincoln Plaza LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - Building office, rental - No Time Spent 2) 01/09/2013: Longbow Financial Services - Non-Variable Insurance DBA - INV REL - At Reported Business Location(s) - Fixed Life, DI, LTC - 10% Time Spent 3) 12/7/2020 - Longbow Properties - Investment Related - Spokane Wa - Real Estate Rental - Started 07/01/2010 - 0 Hours Per Month - Two Real Estate Rental Properties. 4) 6/23/2021 - Longbow Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/9/2013 - 5 Hours Per Month/0 Hours During Securities Trading. 5) 02/21/2024 - HUB International - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 12/1/2023 - 2 Hrs/Mo; 0 Hr During Trading. 6) 02/21/2024 - Longbow Financial Services, a HUB International Co - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading 7) 02/21/2024 - Hub Retirement and Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading . 8) 12/02/2024 - Longbow Properties - Real Estate Rental - Investment Related - Spokane, WA - Start Date 01/16/2025 - 0 hours per month/ during trading 9) 01/16/2025 - Global Retirement Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/16/2025 - 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 1/2025. 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. 10. 09/10/2025 - HUB Retirement and Wealth Management - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s) - Start Date:09/03/2025 - 40 Hrs/Mth - 40 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-01-11 |
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