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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
CA RA APPROVED 2019-03-18
IL RA APPROVED 2018-09-13
  • CA RA
    APPROVED
    Since 2019-03-18
  • IL RA
    APPROVED
    Since 2018-09-13

Branch Locations

1033 Skokie Blvd., Suite 210, Northbrook, IL 60062 • 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
WA RA APPROVED 2018-05-17
IL RA APPROVED 2013-06-12
  • WA RA
    APPROVED
    Since 2018-05-17
  • IL RA
    APPROVED
    Since 2013-06-12

Branch Locations

707 Skokie Blvd Ste 400, Northbrook, IL 60062 • 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 Northbrook IL 09/2009 Present
Independent Financial Partners Northbrook IL 12/2010 09/2018
Global Retirement Partners, Llc Northbrook IL 09/2018 Present
Hub International Investment Services Austin TX 07/2026 Present
Hubinternational Chicago IL 06/2026 Present
Previous Registrations
  • 2011-01-19 → 2018-09-19
    Chicago, IL
    Northbrook, IL
    Northbrook, IL
  • 2002-06-07 → 2009-09-08
    Waterstone Financial Group, Inc.
    Chicago, IL
    Chicago, IL
  • 2002-06-07 → 2003-12-31
    Sterling Portfolio Allocation Service Inc
    Itasca, IL
Other Businesses

1. 9/21/2009 - BJORK ASSET MANAGEMENT, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - TIME SPENT 20%. 2. 10/23/2009 - THE BJORK GROUP, INC. - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 15% - SALES AND SERVICES FOR GROUP MEDICAL, DENTAL AND LIFE POLICIES. 3. 12/5/2012: 401K ADVISORS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 9/25/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/13/2018 - 10 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 9/2018. I expect to spend approximately 10 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. 5. 10/16/2023 - Lake Bluff Fire Department - Other - Volunteer Firefighter - Firefighter/EMT - Not Investment Related - 45 E Center Ave Lake Bluff, IL. 60044 - Start Date 06/01/2023 - 6 Hours Per Month/ 0 Hours During Trading 6. 11/13/2023 - Southwest Wisconsin Alpine Ski Racing Team - Other - Alpine Ski Racing Coach - Ski Coach - Not Investment Related - Alpine Valley: W2501 Co Rd D, Elkhorn, WI 53121 - Start Date 12/01/2023 - 40 Hours Per Month/ 0 Hours During Trading 7. 06/24/2026 - HUB International - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 40 hours per month/ during trading 8. 06/25/2026 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 40 hours per month/ during trading 9. 07/08/2026 - HUB Retirement and Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 40 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-23
S63 Uniform Securities Agent State Law Examination 1999-01-06
  • S65 Uniform Investment Adviser Law Examination
    2002-04-23
  • S63 Uniform Securities Agent State Law Examination
    1999-01-06

View on SEC IAPD

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