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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-18 |
| IL | RA | APPROVED | 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
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-05-17 |
| IL | RA | APPROVED | 2013-06-12 |
Branch Locations
707 Skokie Blvd Ste 400, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-06 |
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