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Wesley John Kubik

Global Retirement Partners LLC

Newport Beach, CA

San Rafael, CA

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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
CA RA APPROVED 2024-04-02
  • CA RA
    APPROVED
    Since 2024-04-02

Branch Locations

4695 Macarthur Ct, 6Th Floor, Newport Beach, CA 92660 • 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
Global Retirement Partners, Llc San Rafael CA 11/2023 Present
Rekuten San Mateo CA 09/2013 03/2018
Mmgy Global Overland Park KS 03/2018 10/2020
Lapfcu Van Nuys CA 08/2020 12/2021
The Aspen Group Chicago IL 01/2022 06/2023
Wes Kubik Consulting Llc Aliso Viejo CA 08/2021 Present
  • 11/2023 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 09/2013 → 03/2018
    Rekuten
    San Mateo, CA
  • 03/2018 → 10/2020
    Mmgy Global
    Overland Park, KS
  • 08/2020 → 12/2021
    Lapfcu
    Van Nuys, CA
  • 01/2022 → 06/2023
    The Aspen Group
    Chicago, IL
  • 08/2021 → Present
    Wes Kubik Consulting Llc
    Aliso Viejo, CA
Other Businesses

Wes Kubik Consulting LLC. 90 Vantis Drie #2079, Aliso Viejo, CA 92656. Consultant/Owner/Founder.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-02
  • S65 Uniform Investment Adviser Law Examination
    2024-04-02

View on SEC IAPD

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Other Investors

WILLIAM ERIC BLANTON
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Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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