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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
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