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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
FL RA APPROVED 2026-04-24
  • FL RA
    APPROVED
    Since 2026-04-24

Branch Locations

1000 Corporate Drive,Suite 600, Ft. Lauderdale, FL 33334 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • 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
Pruco Securities Llc Miami FL 08/2023 11/2024
Self Employed Lima 01/2019 07/2023
Kallpa Securities Sociedad Agente De Bolsa Lima 01/2011 12/2018
The Prudential Insurance Company Of America Miami FL 02/2024 08/2025
Lpl Enterprise, Llc Miami FL 11/2024 08/2025
Fidelity Investments Tallahasee FL 08/2025 12/2025
Lpl Financial Llc Ft Lauderdale FL 03/2026 Present
Global Retirement Partners, Llc San Rafael CA 03/2026 Present
  • 08/2023 → 11/2024
    Miami, FL
  • 01/2019 → 07/2023
    Self Employed
    Lima
  • 01/2011 → 12/2018
    Kallpa Securities Sociedad Agente De Bolsa
    Lima
  • 02/2024 → 08/2025
    The Prudential Insurance Company Of America
    Miami, FL
  • 11/2024 → 08/2025
    Miami, FL
  • 08/2025 → 12/2025
    Fidelity Investments
    Tallahasee, FL
  • 03/2026 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 03/2026 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1. 03/2026 - D & AC BERGER LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Boca Raton, FL, 33496 - OBA Start Date: 02/01/2022 2. 03/2026 - HUB Retirement & Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/12/2026 3. 03/2026 - HUB International - Outside/W-2 Employment - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Fort Lauderdale, FL, 33334 - OBA Start Date: 03/23/2026 4. 04/01/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 160 hours per month/ during trading - I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 3/2026. 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. 5. 04/01/2026 - HUB Retirement & Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-09
  • S66 Uniform Combined State Law Examination
    2024-01-09
Other Names
  • Humberto Berger
  • Daniel Berger
  • Daniel Berger
  • Humberto Daniel Berger

View on SEC IAPD

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