Charles George Breschi

Current Employers

Employment History

• 06/2001 → 08/2023
  Mass Mutual
  Springfield, MA
• 08/2001 → 08/2023
  Mml Investors Services
  Baltimore, MD
• 08/2023 → Present
  Lpl Financial Llc
  Hunt Valley, MD
• 08/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 08/2025 → Present
  Hub International Investment Services, Inc.
  Kansas City, MO

Previous Registrations

• 2004-01-06 → 2023-09-01
  Mml Investors Services, Llc
  Hunt Valley, MD
  Hunt Valley, MD

Other Businesses

1- 11/2023 / HUB INTERNATIONAL / Outside/W-2 Employment / NON INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 2- 11/2023 / FRANKLIN FINANCIAL GROUP, A DIV OF HUB RETIREMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 3- 11/2023 / HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 4- 09/2023 / FRANKLIN FINANCIAL GROUP / Non-Variable Insurance / INVESTMENT RELATED / 80 HRS MNTH / 4 HRS DURING TRADING 5- 11/2023 / FRANKLIN FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 6- 09/06/2023 - FRANKLIN FINANCIAL GROUP - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 160 Hours Per Month/ 8 Hours During Trading 7- 09/06/2023 - FRANKLIN FINANCIAL GROUP, A DIV OF HUB RETIREMENT & WEALTH MGMT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/1/2023 - 160 Hours Per Month/ 8 Hours During Trading 8- 09/06/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/1/2023 - 160 Hours Per Month/ 8 Hours During Trading 9- 09/06/2023 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/13/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 7/2023. 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. 10- 06/21/2024 - HUB International Investment Services, INC - Inv Related - At Reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 11/1/2023 - 0 Hr/Mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-31
• S63 Uniform Securities Agent State Law Examination
  2001-09-12