Thomas Richard Leverone

Current Employers

Employment History

• 11/2012 → Present
  Lpl Financial Llc
  Mclean, VA
• 11/2015 → Present
  Global Retirement Partners, Llc
  Mclean, VA
• 11/2021 → Present
  Hub International Investment Services, Inc.
  Concord, CA

Previous Registrations

• 1999-05-21 → 2012-12-06
  Mml Investors Services, Llc
  Mclean, VA
  Vienna, VA
  Mclean, VA
• 2003-01-02 → 2006-12-11
  Washington Financial Group, Inc.
  Bethesda, MD

Other Businesses

1. 09/17/2012 - Washington Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 09/17/2012 - Fixed Insurance - INV REL - Non-Variable Insurance - 10% TIME SPENT - Agent selling fixed insurance which includes all lines of group health, life, disability, fixed annuities, and long term care 3. 11/17/2015 - Global Retirement Partners, LLC - IVN REL - 1410 Spring Hill Road, Suite 425, McLean, VA 22102 - Registered Investment Advisor Hybrid - START 11/03/2015 - 10 HOURS PER MONTH DURING TRADING - IAR-Advisor will serve as an Investment Advisor Representative under the Global Retirement Partners RIA. 4. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying my practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 5. 9/12/2019 - Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is purchasing my practice and will now be 100% owner. 6. 9/26/2019 - Global Retirement Partners LLC - DBA: Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - Provide advisory services to retirement plans and wealth management clients. 7. 11/12/2019 - Hub International Investment Services, Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Start Date: 10/31/2019 - 0 Hours Per Month - Only registered with this entity to receive payments from compensation paid to this entity from LPL. 8. 4/16/2021 - 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. 9. 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 - Investment Advisor Representative - Start Date: 1/1/2021 - 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. 10. 09/22/2023 - Fairfax County Public Schools - Other - High School basketball coach - Not Investment Related - McLean, VA - Start Date 11/01/2023 - 30 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-03
• S63 Uniform Securities Agent State Law Examination
  1998-05-27

Designations

Other Names

• Tom Leverone