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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
AZ RA APPROVED 2026-04-15
ID RA APPROVED 2025-01-16
MT RA APPROVED 2025-01-16
WA RA APPROVED 2025-01-16
  • AZ RA
    APPROVED
    Since 2026-04-15
  • ID RA
    APPROVED
    Since 2025-01-16
  • MT RA
    APPROVED
    Since 2025-01-16
  • WA RA
    APPROVED
    Since 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

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-29
WA RA APPROVED 2013-02-04
  • TX RA
    APPROVED
    Since 2021-11-29
  • WA RA
    APPROVED
    Since 2013-02-04

Branch Locations

835 N Post St # 203, Spokane, WA 99201 • 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
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
Previous Registrations
  • 2000-03-21 → 2013-02-07
    Woodbury Financial Services, Inc.
    Spokane, WA
    Spokane, WA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-01-11
  • S63 Uniform Securities Agent State Law Examination
    1983-01-11
Designations

View on SEC IAPD

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