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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
DE RA APPROVED 2026-02-19
MD RA APPROVED 2026-02-19
VA RA APPROVED 2023-11-15
  • DE RA
    APPROVED
    Since 2026-02-19
  • MD RA
    APPROVED
    Since 2026-02-19
  • VA RA
    APPROVED
    Since 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

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
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
  • 05/1984 → 11/2023
    Connecticut General Life Insurance Co.
    Mclean, VA
  • 09/1984 → 11/2023
    #Ia Sagemark Consulting, Inc.
    Mclean, VA
  • 06/1998 → 11/2023
    Lincoln Financial Advisors Corporation
    Vienna, VA
  • 11/2023 → Present
    Lpl Financial Llc
    Mclean, VA
  • 11/2023 → Present
    San Rafael, CA
  • 11/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
  • 2001-03-14 → 2023-11-15
    Osaic Fa, Inc.
    Vienna, VA
    Vienna, VA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-15
S63 Uniform Securities Agent State Law Examination 1984-12-12
  • S65 Uniform Investment Adviser Law Examination
    1994-02-15
  • S63 Uniform Securities Agent State Law Examination
    1984-12-12
Designations
Other Names
  • Bob Gottsching
  • Robert P Gottschling

View on SEC IAPD

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