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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-19 |
| MD | RA | APPROVED | 2026-02-19 |
| VA | RA | APPROVED | 2023-11-15 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
8300 Greensboro Drive, Suite 700, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut General Life Insurance Co. | Mclean | VA | 05/1984 | 11/2023 |
| #Ia Sagemark Consulting, Inc. | Mclean | VA | 09/1984 | 11/2023 |
| Lincoln Financial Advisors Corporation | Vienna | VA | 06/1998 | 11/2023 |
| Lpl Financial Llc | Mclean | VA | 11/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2023 | Present |
| Hub International Investment Services | Kansas City | MO | 11/2025 | Present |
1) 11/15/2023: HUB RETIREMENT AND WEALTH MANANGEMENT; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 11/1/2023. 2) 11/15/2023: HUB INTERNATIONAL; At reported business location(s); Outside/W-2 Employment; Parent Co. to GRP; Not inv. related; start date 11/1/2023; 160hrs/mo.; 8hrs during trading. 3) 11/15/2023: Robert Gottschling; At reported business location(s); Non-Variable Insurance; Selling: Genworth, Guardian; Inv. related; start date 11/1/2023; 40hrs/mo. 4) 11/15/2023: WASHINGTON FINANCIAL GROUP, A DIVISION OF HUB INTERNATIONAL; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 11/1/2023. 5) 11/30/2023: WASHINGTON FINANCIAL GROUP, A DIVISION OF HUB INTERNATIONAL; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 11/1/2023; 160hrs/mo.; 8hrs during trading. 6) 11/30/2023: Global Retirement Partners; At reported business location(s); Registered Investment Advisor Hybrid; Advisor; Inv. related; start date 11/1/2023; 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 11/2023. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-12 |
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