Kelli Jean Davis

Current Employers

Employment History

• 05/2004 → 02/2017
  West Point Financial Group
  Indianapolis, IN
• 08/2005 → 02/2017
  Mml Investors Services
  Indianapolis, IN
• 08/2005 → 02/2017
  Massmutual
  Indianapolis, IN
• 02/2017 → Present
  Lpl Financial, Llc
  Indianapolis, IN
• 02/2017 → Present
  Global Retirement Partners, Llc
  Indianapolis, IN
• 06/2022 → Present
  Hub International
  Indianapolis, IN

Previous Registrations

• 2005-08-25 → 2017-03-01
  Mml Investors Services, Llc
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
• 2005-07-11 → 2005-08-31
  Securian Financial Services, Inc.
  Carmel, IN

Other Businesses

1. 02/23/2017 - CSI ADVISORY SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ INDIANAPOLIS, IN 2. 2/27/2017 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/06/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 2/27/2017 - Global Retirement Partners, LLC - DBA: CSI ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/6/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4. 06/02/2022 - Global Retirement Partners - DBA: CSi Advisory Services a division of HUB Internatio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 5. 06/07/2022 - HUB International - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 6. 06/07/2022 - 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 - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 7. 06/07/2022 - CSi Advisory Services a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-23
• S63 Uniform Securities Agent State Law Examination
  2004-08-30

Other Names

• Kelli Jean Smith
• Kelli Jean Smith