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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
WI RA APPROVED 2025-01-01
PA RA APPROVED 2024-07-04
NY RA APPROVED 2024-06-25
NH RA APPROVED 2022-07-18
MA RA APPROVED 2021-06-10
TX RA APPROVED 2021-06-01
  • WI RA
    APPROVED
    Since 2025-01-01
  • PA RA
    APPROVED
    Since 2024-07-04
  • NY RA
    APPROVED
    Since 2024-06-25
  • NH RA
    APPROVED
    Since 2022-07-18
  • MA RA
    APPROVED
    Since 2021-06-10
  • TX RA
    APPROVED
    Since 2021-06-01

Branch Locations

16 Chestnut Street, Suite 101, Foxboro, MA 02035 • 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
Lpl Financial Llc Foxboro MA 11/2010 05/2019
Independent Financial Partners Foxboro MA 12/2010 05/2019
Resources Investment Advisors Overland Park KS 03/2019 05/2021
Triad Advisors Norcross GA 05/2019 05/2021
Lpl Financial, Llc Foxboro MA 06/2021 Present
Global Retirement Partners, Llc San Rafael CA 06/2021 Present
Previous Registrations
Other Businesses

1)06/2021 - OUTSIDE/W-2 EMPLOYMENT - HUB INTERNATIONAL - 140 HRS/MO 0HRS DURING TRADING - INVESTMENT RELATED - FOXBORO, MA 02035 2)06/2021 - OTHER - HUB INTERNATIONAL INVESTMENT SERVICES - 0HRS/MO - INVESTMENT RELATED - FOXBORO, MA 02035 3)01/1996 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - IBG FINANCIAL PARTNER - INVESTMENT RELATED - FOXBORO, MA 02035 4) 6/9/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 5/2021 - 144 Hours Per Month/8 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 144 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) 6/9/2021 - IBG Financial Partner - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/2021. 6) 02/15/2022 - Global Retirement Partners - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/11/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 7) 02/17/2022 - Hub International - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/11/2022 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-02-23
  • S63 Uniform Securities Agent State Law Examination
    1988-02-23
Designations

View on SEC IAPD

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