Keven Milgram

Current Employers

Employment History

• 01/2002 → 10/2023
  Mml Investors Services
  Ft. Lauderdale, FL
• 02/2001 → 10/2023
  Massmutual Life Insurance Company
  Fort Lauderdale, FL
• 10/2023 → Present
  Lpl Financial Llc
  Ft Lauderdale, FL
• 10/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2007-07-20 → 2023-11-01
  Mml Investors Services, Llc
  Ft Lauderdale, FL
  Fort Lauderdale, FL
  Ft Lauderdale, FL
  Ft Lauderdale, FL
• 2004-04-15 → 2007-08-02
  Capital Planning Group, Llc
  Fort Lauderdale, FL
  Ft. Lauderdale, FL
  Ft. Lauderdale, FL

Other Businesses

1) 08/23/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2023 2) 08/23/2023 - BLS, A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT - Inv Rel - At Reported Business Location(s) - Start: 10/2023 3) 08/23/2023 - HUB RETIREMENT & WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 4) 08/14/2023 - BLS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 5) 11/2/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; Start date 10/23/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. 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. 6) 11/2/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; Start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 7) 11/2/2023: BLS, A DIV OF HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; Start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 8) 11/2/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; Start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 9) 12/02/2025 - The Jewish Veterans Network Inc. - Other - Volunteer Education - Educator - Virtual - Investment Related - Start Date 12/01/2025 - 4 hours per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-13
• S65 Uniform Investment Adviser Law Examination
  2004-05-19

Designations

Other Names

• Keven Benjamin Milgram