Diana S Levin

Current Employers

Employment History

• 05/2015 → 09/2017
  Prudential Financial
  Newark, NJ
• 10/2017 → 07/2024
  Morgan Stanley
  Florham Park, NJ
• 07/2024 → Present
  Hub International
  Chicago, IL
• 07/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 10/2024 → Present
  Lpl Financial Llc
  Paramus, NJ

Previous Registrations

• 2019-04-11 → 2024-07-16
  Morgan Stanley
  Morristown, NJ
  Paramus, NJ
  Paramus, NJ

Other Businesses

1) 09/08/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - started 7/17/24 - Investment Related - at reported business location(s) 2) 09/08/2024 - HUB INTERNATIONAL - Outside/W-2 Employment - started 7/17/24 - not investment related - McLean, VA 3) 10/11/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 7/17/24 - 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 7/2024. 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) 10/11/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 7/17/24 - 160 Hours Per Month/ 8 Hours during Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-04-09
• S63 Uniform Securities Agent State Law Examination
  2013-04-02

Other Names

• Diana Levin
• Diana Sarah Levin