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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-04 |
| MD | RA | APPROVED | 2021-07-16 |
| OH | RA | APPROVED | 2021-07-16 |
| WA | RA | APPROVED | 2021-07-16 |
Branch Locations
12100 Ne 195Th Street, Suite 200, Bothell, WA 98011 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conover Capital Management | Bellevue | WA | 01/2015 | 04/2022 |
| Conover Securities Corporation | Bellevue | WA | 01/2015 | 04/2022 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2021 | Present |
| Hub International | Chicago | IL | 05/2021 | Present |
| Lpl Financial Llc | Bellevue | WA | 04/2022 | Present |
| Hub International Investment Services | Kansas City | MO | 06/2025 | Present |
1) 4/2022- HUB RETIREMENT AND WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- Bellevue, WA 2) 4/2022- HUB INTERNATIONAL- Outside/W-2 Employment- Financial Advisor/Insurance rep- inv. related- Bellevue, WA - start date 5/2021- 30hrs/mth 3) 4/2022- HUB INTERNATIONAL INVESTMENT SERVICES INC- ACCOMMODATION BROKER/DEALER- nv. related- Bellevue, WA - start date 4/2022- 0hrs 4)4/2022- HUB INTERNATIONAL- Non-Variable Insurance- agent selling Life, disability, LTC- inv. related- Bellevue, WA- start date 5/2021- 4hrs/mth 5) 04/29/2022 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/2021 - 150 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 150 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. 6) 04/29/2022 - (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 05/2021 - 150 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-31 |
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