Brett Jason Hoffman

Current Employers

Employment History

• 06/2011 → 03/2018
  The Insurance Exchange
  Rockville, MD
• 10/2020 → Present
  Hub International Investment Services, Inc.
  Rockville, MD
• 03/2018 → Present
  The Insurance Exchange, A Division Of Hub International
  Rockville, MD
• 10/2025 → Present
  Lpl Financial Llc
  Rockville, MD
• 06/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 03/2000 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/1996 → 10/2025
  The Guardian Life Insurance Company
  New York, NY

Previous Registrations

• 2000-04-05 → 2025-10-17
  Commonwealth Financial Network
  Rockville, MD
  Rockville, MD

Other Businesses

1) 10/16/2025- Real Estate Rental / Co-owner / Inv Related / Start date 1/1/2018 - 1Hrs/Mth - 0 Hrs During Trading. 2) 10/16/2025- HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date: 3/1/2019 . 3) 10/16/2025- HUB International / Non-Variable Insurance / Inv Related / Rockville, MD 20850 / Start date 03/01/2019 - 16 Hrs/Mth - 4 Hrs During Trading.- 10% time spent 4) 10/16/2025- SFF ENTERPRISES LLC / Business Entity For Tax/Investment Purposes Only / Co-owner / Non Inv Related / Rockville, MD 20850 / Start date 1/1/2019 - 1Hrs/Mth - 0 Hrs During Trading.- 2 % time spent 5)10/16/2025- HUB INTERNATIONAL / Outside/W-2 Employment / Non Inv Related / Rockville, MD 20850 / Start date 03/01/2019 - 160 Hrs/Mth - 8 Hrs During Trading.- 100% time spent 6) 10/22/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 3/1/2019 - 160 Hrs/Mth - 8 Hrs During Trading. 7) 10/22/2025 - GLOBAL RETIREMENT PARTNERS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2025. 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-10
• S63 Uniform Securities Agent State Law Examination
  1997-02-28