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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 2023-11-07
  • FL RA
    APPROVED
    Since 2023-11-07

Branch Locations

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

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Aim Systems Inc Alpharetta GA 07/2016 08/2017
The Leaders Group Inc Littleton CO 07/2016 08/2017
Massachusetts Mutual Life Insurance Company Fort Lauderdale FL 07/2017 10/2023
Mml Investors Services, Llc Fort Lauderdale FL 09/2017 10/2023
Lpl Financial Llc Ft Lauderdale FL 10/2023 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
Hub International Investment Services Inc. Ft Lauderdale FL 08/2024 Present
  • 07/2016 → 08/2017
    Aim Systems Inc
    Alpharetta, GA
  • 07/2016 → 08/2017
    The Leaders Group Inc
    Littleton, CO
  • 07/2017 → 10/2023
    Massachusetts Mutual Life Insurance Company
    Fort Lauderdale, FL
  • 09/2017 → 10/2023
    Fort Lauderdale, FL
  • 10/2023 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
  • 10/2023 → Present
    San Rafael, CA
  • 08/2024 → Present
    Hub International Investment Services Inc.
    Ft Lauderdale, FL
Previous Registrations
  • 2017-09-28 → 2023-11-01
    Fort Lauderdale, FL
  • 2015-11-12 → 2016-07-15
    Ft Lauderdale, FL
  • 2013-01-03 → 2015-10-08
    Woodstock, GA
    Delray Beach, FL
  • 2011-04-21 → 2011-06-06
    Brokersxpress Llc
    Severna Park, MD
    Boca Raton, FL
    Severna Park, MD
  • 2009-06-22 → 2011-03-18
    Truist Investment Services, Inc.
    Glen Burnie, MD
    Pasadena, MD
    Glen Burnie, MD
    Gambrills, MD
    Gambrills, MD
  • 2008-12-19 → 2009-06-15
    Pasadena, MD
    Annapolis, MD
    Annapolis, MD
    Annapolis, MD
    Annapolis, MD
    Annapolis, MD
    Annapolis, MD
    Severna Park, MD
    Annapolis, MD
    Edgewater, MD
    Annapolis, MD
    Bel Air, MD
  • 2004-09-13 → 2008-12-09
    Truist Investment Services, Inc.
    Atlanta, GA
    Boca Raton, FL
    Coral Springs, FL
    Stuart, FL
    Hialeah, FL
    Lauderdale Lakes, FL
    Miami, FL
    Eatonton, GA
    Key Biscayne, FL
    Miami, FL
    Fort Lauderdale, FL
    Hollywood, FL
    Fort Lauderdale, FL
    Delray Beach, FL
    Delray Beach, FL
    Boca Raton, FL
    Miami Beach, FL
    Port Saint Lucie, FL
    Coral Gables, FL
    Doral, FL
    Boynton Beach, FL
    Key Biscayne, FL
    Miami, FL
    Miami, FL
    Jupiter, FL
    Lauderdale-By-The-Sea, FL
    Vero Beach, FL
    Miami, FL
    Weston, FL
    Bal Harbour, FL
    Coral Gables, FL
    West Palm Beach, FL
    South Miami, FL
    Miramar, FL
    Pembroke Pines, FL
    Wilton Manors, FL
    West Palm Beach, FL
    Miami, FL
    Davie, FL
    Palm Beach Gardens, FL
    Boca Raton, FL
    West Palm Beach, FL
    Palm Beach, FL
    West Palm Beach, FL
    Hobe Sound, FL
    Hallandale, FL
    Greenacres, FL
    Boynton Beach, FL
    Palm Beach Gardens, FL
    Boynton Beach, FL
    Deerfield Beach, FL
    Miramar, FL
    Hollywood, FL
    Delray Beach, FL
    Sebastian, FL
    Vero Beach, FL
    Stuart, FL
    Boca Raton, FL
    Boca Raton, FL
    Boca Raton, FL
    Jupiter, FL
    Port St Lucie, FL
    Lake Park, FL
    Tamarac, FL
    Boca Raton, FL
    Miami, FL
    Port St Lucie, FL
    Plantation, FL
    Hollywood, FL
    Tamarac, FL
    Fort Lauderdale, FL
    Deerfield Beach, FL
    Fort Lauderdale, FL
    Boca Raton, FL
    Davie, FL
    Sebastian, FL
    Vero Beach, FL
    Pompano Beach, FL
    Fort Lauderdale, FL
    Parkland, FL
    Manalapan, FL
    Fort Pierce, FL
    Miami, FL
    Palm Beach, FL
    Fort Pierce, FL
    Miami, FL
    Coral Springs, FL
    Miami, FL
    North Miami Beach, FL
    Miami Lakes, FL
    Atlanta, GA
    Bogart, GA
    Madison, GA
    Athens, GA
    Watkinsville, GA
    Conyers, GA
    Conyers, GA
    Conyers, GA
    Conyers, GA
    Greensboro, GA
Other Businesses

1) 08/2023 / HUB IN TERNATIONAL / Outside/W-2 Employment / Non INVESTMENT RELATED 2) 08/2023 / HUB RETIREMENT & WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 3) 08/2023 / BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 4) 08/2023 / Arbitrator / FINRA ARBITRATOR / INVESTMENT RELATED 5) 08/2023 / Cougar Casualty / Non-Variable Insurance - property & casualty / INVESTMENT RELATED / 5 HRS MNTH 6) 08/2023 / BLS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 7) 08/2023 / VERITY GROUP PLLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / 8 HRS MNTH 8) 08/2023 / BLS Wealth Management / Non-Variable Insurance / INVESTMENT RELATED 9) 11/27/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 9/1/2023; 160hrs/mo.; 8hrs during trading. 10) 11/27/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; start date 9/1/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 9/2023. 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. 11) 11/30/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/203; 160hrs/mo.; 8hrs during trading. 12) 11/30/2023: BLS, A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 13) 8/12/2024: HUB International Investment Services Inc - Inv Related - At Reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 6/12/2024 - 0 Hr/Mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-03
S63 Uniform Securities Agent State Law Examination 1986-08-22
  • S66 Uniform Combined State Law Examination
    2004-09-03
  • S63 Uniform Securities Agent State Law Examination
    1986-08-22
Other Names
  • Jacalyn Robin Pollock
  • Jacalyn Ziminsky
  • Jacalyn Robin Ziminsky
  • Jacalyn Robin Pollock
  • Jacalyn Robin Pollockmurray
  • Jacalyn Robin Ecclefield
  • Jacalyn Robin Murray

View on SEC IAPD

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