Rebecca Records

Current Employers

Employment History

• 05/2011 → 09/2025
  Capital Wealth Management, Llc
  West Warwick, RI
• 04/2012 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → 09/2025
  Osaic Wealth, Inc.
  West Warwick, RI
• 09/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 11/2025 → Present
  Lpl Financial Llc
  Boston, MA

Previous Registrations

• 2011-08-02 → 2025-01-16
  Capital Wealth Management, Llc
  West Warwick, RI
  West Warwick, RI
• 2008-07-10 → 2012-03-30
  Kestra Investment Services, Llc
  W. Warwick, RI

Other Businesses

1) 10/31/2025 - Hub Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 12/01/2025 - Global Retirement Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/08/2025 - 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 9/2025. 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. 3) 12/01/2025 - Hub Retirement and Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/08/2025 - 160 hours per month/ 8 hours during trading 4) 12/12/2025 - HUB International - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Start Date 09/08/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-07-15

Other Names

• Rebecca Ann Pinkerton
• Rebecca Ann Pinkerton
• Rebecca Ann Records