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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 | 2023-11-27 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Fort Lauderdale | FL | 01/2021 | 05/2021 |
| Mml Investors Services Llc | Fort Lauderdale | FL | 01/2021 | 05/2021 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2020 |
| Bienenfeld, Lasek & Starr, Llc | Fort Lauderdale | FL | 05/2017 | 08/2017 |
| Bienenfeld, Lasek & Starr, Llc | Fort Lauderdale | FL | 06/2018 | 08/2018 |
| Amble Studio | Miami | FL | 05/2019 | 08/2019 |
| Unemployed | Fort Lauderdale | FL | 05/2020 | 01/2021 |
| Mml Investors Services Llc | Fort Lauderdale | FL | 05/2021 | 10/2023 |
| Massmutual Life Insurance Co | Fort Lauderdale | FL | 06/2018 | 09/2018 |
| Mml Investors Services Llc | Fort Lauderdale | FL | 07/2018 | 09/2018 |
| Massmutual Life Insurnace Co | Fort Lauderdale | FL | 05/2017 | 08/2017 |
| Mml Investors Services Llc | Fort Lauderdale | FL | 07/2017 | 08/2017 |
| Massmutual Life Insurance Co | Fort Lauderdale | FL | 05/2021 | 10/2023 |
| Lpl Financial Llc | Ft Lauderdale | FL | 10/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2023 | Present |
| Hub International Investment Services | Kansas City | MO | 06/2025 | Present |
1- 07/2023 / BLS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Inv. Related- At reported business location(s) 2- 08/28/2023- Outside/W-2 Employment - HUB INTERNATIONAL / Relationship Manager- Non-Inv. Related- Ft. Lauderdale, FL - start date 10/2023- 160hrs/mth 3- 08/28/2023- BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT - DBA for LPL Business (entity for LPL business)- Inv. Related - At reported business location(s) 4- 08/28/2023- HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business)- Inv. Related - At reported business location(s) 5. 11/2/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor Hybrid; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading; provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. 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. 6. 11/2/2023: HuB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 7. 11/2/2023: BLS, A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs. during trading. 8. 11/2/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 1/18/2021; 160hrs/mo.; 8hrs. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
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