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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
UT RA APPROVED 2019-11-25
  • UT RA
    APPROVED
    Since 2019-11-25

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

45 West 10000 S , #106, Sandy, UT 84070 • 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
Global Retirement Partners, Llc San Rafael CA 10/2019 Present
Mrpretire Sandy UT 04/2018 10/2019
Central Bank Of Utah Provo UT 10/2016 04/2018
Utah Valley University Orem UT 06/2016 05/2019
Lpl Financial Sandy UT 02/2022 Present
Hub International Investment Services Kansas City MO 08/2025 Present
  • 10/2019 → Present
    San Rafael, CA
  • 04/2018 → 10/2019
    Mrpretire
    Sandy, UT
  • 10/2016 → 04/2018
    Central Bank Of Utah
    Provo, UT
  • 06/2016 → 05/2019
    Utah Valley University
    Orem, UT
  • 02/2022 → Present
    Lpl Financial
    Sandy, UT
  • 08/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Other Businesses

1) 3/2022 - ACCOMMODATION BROKER/DEALER - HUB INTERNATIONAL INVESTMENT SERVICES INC - Not Investment Related - 0% - SANDY, UT 84070 2) 2/2022 - DBA for LPL Business (entity for LPL business) - MRP, A DIVISON OF HUB INTERNATIONAL - Investment Related - SANDY, UT 84070 3) 2/2022 - DBA for LPL Business (entity for LPL business) - HUB RETIREMENT & WEALTH MANAGEMENT - Investment Related - SANDY, UT 84070 4) 9/2019 - Outside/W-2 Employment - HUB INTERNATIONAL - Not Investment Related - 40 hr/mon - 50% - Sandy, UT 84070 5) 06/02/2022 - HUB RETIREMENT & WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR-Advisor - Start Date - 09/01/2019 - 40 Hours Per Month - Time Spent 50%. 6) 06/02/2022 - MRP, A DIVISON OF HUB INTERNATIONAL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 09/01/2019 - 40 Hours Per Month - Time Spent 50%. 7) 06/02/2022 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR- Advisor - Start Date - 09/01/2019 - 40 Hours Per Month - Time Spent 50% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 2/2022. I expect to spend approximately 40 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. 8) 06/21/2024 - HUB International Investment Services Inc - Other - Accommodation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 06/13/2024 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-23
S65 Uniform Investment Adviser Law Examination 2019-11-25
  • S63 Uniform Securities Agent State Law Examination
    2022-05-23
  • S65 Uniform Investment Adviser Law Examination
    2019-11-25
Designations

View on SEC IAPD

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