Sherri Fryatt

Current Employers

Employment History

• 10/2015 → 09/2021
  Bank Of America, N.A.
  Georgetown, TX
• 10/2015 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Inc
  Georgetown, TX
• 09/2021 → Present
  Lpl Financial Llc
  Round Rock, TX
• 09/2021 → Present
  Global Retirement Partners, Llc
  Round Rock, TX

Previous Registrations

• 2015-11-19 → 2021-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Georgetown, TX
  Austin, TX
  Georgetown, TX
  New York, NY
  Georgetown, TX
  Round Rock, TX
  Austin, TX

Other Businesses

1. 9/15/2021 - GRP FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/24/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - IAR - Started 9/13/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 9/24/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 9/13/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 9/2021. 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. 4. 1/28/2022 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 12/01/2021 - 160 Hours Per Month During Securities Trading - HUB International is buying practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 5. 04/13/2022 - GRP Financial, California, a division of HUB Retirement - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 04/13/2022 - 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: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 04/14/2022 - Global Retirement Partners, LLC - DBA: GRP Financial, California, a division of HUB Retirement - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 8. 04/14/2022 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 9. 8/14/2024 - HUB International Investment Services, Inc. - Accommodation Broker/Dealer - non-inv. related - Round Rock, TX.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-19
• S63 Uniform Securities Agent State Law Examination
  2007-01-03

Other Names

• Sherri Lynn Stitely
• Sherri Lynn Fryatt