David Lawrence Wolven

Current Employers

Employment History

• 10/2011 → 09/2020
  Adp Broker-Dealer, Inc.
  New York, NY
• 10/2011 → 09/2020
  Adp Inc.
  New York, NY
• 10/2021 → 08/2023
  Gwfs Equities, Inc
  Greenwood Village, CO
• 09/2020 → 10/2021
  Unemployed
  Fair Lawn, NJ
• 09/2023 → Present
  Lpl Financial Llc
  Fort Washington, PA
• 04/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Other Businesses

1) 09/08/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Parent Company - PA - Non investment related - 160 Hours per month - Start date: 9/11/2023. 2) 09/08/2023 - WHARTONHILL ADVISORS, A DIV OF HUB INT'L - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 09/08/2023 - HUB RETIREMENT & WEALTH MGMT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 09/08/2023 - WHARTONHILL ADVISORS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 5) 01/31/2025- GLOBAL RETIREMENT PARTNERS- Registered Investment Advisor Hybrid- INV Related- At FORT WASHINGTON, PA- Start date 9/11/2023-160 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 9/2023. 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) 01/31/2025- HUB RETIREMENT & WEALTH MGMT- Registered Investment Advisor DBA- INV Related- At FORT WASHINGTON, PA- Start date 9/11/2023- 160 Hours Per Month- 8 Hours During Trading 7) 01/31/2025- WHARTONHILL ADVISORS, A DIV OF HUB INT'L- Registered Investment Advisor DBA- INV Related- At FORT WASHINGTON, PA- Start date 9/11/2023- 160 Hours Per Month- 8 Hours During Trading 8) 03/14/2025 - Global Retirement Partners - Property and Casualty - Inv Related - At reported Business Location - Start Date: 02/21/2025 160Hrs/Mnth

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-29
• S63 Uniform Securities Agent State Law Examination
  2011-11-10