Renee Lynn Carter

Current Employers

Employment History

• 10/2009 → Present
  Lpl Financial, Llc
  St. Petersburg, FL
• 10/2009 → 02/2019
  Independent Financial Partners
  St Petersburg, FL
• 02/2019 → Present
  Global Retirement Partners, Llc
  St. Petersburg, FL

Previous Registrations

• 2010-02-03 → 2019-02-15
  Independent Financial Partners
  Tampa, FL
  St.PEtersburg, FL
  St. Petersburg, FL
• 2009-06-19 → 2009-10-13
  Msi Financial Services, Inc.
  Tampa, FL
• 2001-06-28 → 2007-06-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Tampa, FL

Other Businesses

1. 10/28/2009 - GARNETT RETIREMENT GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 4/15/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Assistant - Start Date: 02/15/2019 - 100 Hours Per Month/25 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 02/2019. I expect to spend approximately 100 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. 3. 1/4/2021 - Global Retirement Partners LLC - DBA: Garnett Retirement Group a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Assistant - Started 12/31/2020 - 120 Hours Per Month During Securities Trading. 4. 1/12/2021 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 12/31/2020 - 120 Hours Per Month During Securities Trading - HUB Intl will be buying practice and be 100% owner. Role will remain the same but will now be employee of HUB. 5. 1/12/2021 - HUB International - DBA: Garnett Retirement Group a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/31/2020 - 120 Hours Per Month During Securities Trading. 6. 4/15/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Start Date: 1/1/2021 - Supports the advisor(s) who will service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-13

Designations

Other Names

• Renee L Walters
• Renee L Carter