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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
NM RA APPROVED 2025-09-24
TX RA APPROVED 2025-09-23
  • NM RA
    APPROVED
    Since 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-23

Branch Locations

723 E. Michigan Drive, Hobbs, NM 88240 • 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
Mass Mutual Life Insurance Company Hobbs NM 05/2013 02/2021
Mml Investors Services Hobbs NM 05/2013 02/2021
Level Four Financial, Llc Dallas TX 02/2021 12/2024
Level Four Advisory Services Dallas TX 05/2021 12/2024
Lpl Financial Llc Hobbs NM 09/2025 Present
Level Four Financial Llc Dallas TX 12/2024 05/2025
Hub International Insurance Services Hobbs NM 05/2025 09/2025
Global Retirement Partners, Llc San Rafael CA 09/2025 Present
Hub International Investment Services Kansas City MO 10/2025 Present
  • 05/2013 → 02/2021
    Mass Mutual Life Insurance Company
    Hobbs, NM
  • 05/2013 → 02/2021
    Mml Investors Services
    Hobbs, NM
  • 02/2021 → 12/2024
    Level Four Financial, Llc
    Dallas, TX
  • 05/2021 → 12/2024
    Dallas, TX
  • 09/2025 → Present
    Lpl Financial Llc
    Hobbs, NM
  • 12/2024 → 05/2025
    Level Four Financial Llc
    Dallas, TX
  • 05/2025 → 09/2025
    Hub International Insurance Services
    Hobbs, NM
  • 09/2025 → Present
    San Rafael, CA
  • 10/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
Other Businesses

1) 09/22/2025 - Broker Services Marketing Group / Non-Variable Insurance / Inv Related / Hobbs, NM 88240 / Start date07/01/2025 -10 Hrs/Mth - 2 Hrs During Trading -5 % time spent. 2) 09/22/2025 - HUB INTERNATIONAL / Outside/W-2 Employment / Non Inv Related / Hobbs, NM 88240 / Start date 05/01/2025 - 100 Hrs/Mth - 5 Hrs During Trading - 100% time spent 3) 09/22/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date:05/01/2025. 4) 09/24/2025 - GLOBAL RETIREMENT PARTNERS - Investment Related -Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 9/2025. 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) 09/24/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:05/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-02
S63 Uniform Securities Agent State Law Examination 1986-02-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-02
  • S63 Uniform Securities Agent State Law Examination
    1986-02-01
Other Names
  • Doug Mcdaniels
  • John Douglas Mcdaniels

View on SEC IAPD

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