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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | Delray Beach | FL | 06/2018 | 05/2022 |
| Lpl Financial, Llc | Delray Beach | FL | 06/2018 | 05/2022 |
| Independent Consultant | Delray Beach | FL | 08/2016 | 05/2018 |
| Truist Investment Services, Inc. | Boca Raton | FL | 05/2022 | 09/2023 |
| Truist Advisory Services, Inc. | Boca Raton | FL | 05/2022 | 10/2023 |
| Td Private Client Wealth Llc | West Palm Beach | FL | 01/2024 | 03/2024 |
| Td Bank N.A. | West Palm Beach | FL | 01/2024 | 03/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2024 | 01/2026 |
| Cetera Investment Advisers Llc | West Palm Beach | FL | 07/2024 | 01/2026 |
| Regions Bank | West Palm Beach | FL | 03/2024 | 06/2026 |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2026 | Present |
| Hub International Investment Services | Austin | TX | 08/2026 | Present |
| Hub International | Chicago | IL | 08/2026 | Present |
| Not Applicable | Delray Beach | FL | 07/2026 | 08/2026 |
| Lpl Financial Llc | Ft Lauderdale | FL | 08/2026 | Present |
1. 08/2026 - HUB Retirement & Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 08/26/2026 2. 08/2026 - BLS Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 08/26/2026 3. 08/2026 - HUB International - Outside/W-2 Employment - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Fort Lauderdale, FL, 33334 – OBA Start Date: 07/28/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-05 |
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