Joseph Michael Koury

Current Employers

Employment History

• 10/2015 → Present
  Lpl Financial Llc
  Coral Springs, FL
• 10/2015 → 05/2018
  Collaborative Wealth Management, Inc.
  Lake Mary, FL
• 04/2018 → 05/2025
  Great Valley Advisor Group, Inc.
  Coral Springs, FL
• 05/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 05/2025 → Present
  Hub International Investment Services, Inc.
  Kansas City, MO

Previous Registrations

• 2018-04-30 → 2025-05-07
  Great Valley Advisor Group, Llc
  Coral Springs, FL
• 2015-11-09 → 2018-05-09
  Collaborative Wealth
  Coral Springs, FL
  Lake Mary, FL
• 2011-12-20 → 2015-11-19
  Securian Financial Services, Inc.
  Boca Raton, FL

Other Businesses

1. 02/03/2016 - Doyle Insurance Inc - INV REL - Non-Variable Insurance - START 12/01/2015 - 60 HOURS PER MONTH DURING TRADING - Agent. 2. 3/29/2016: AdvisorNet Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/15/2016 - 20 Hours Per Month/16 Hours During Securities Trading - Agent. 3. 2/28/2017: Highland Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/09/2017 - 15 Hours Per Month During Securities Trading. 4. 10/4/2017 - Prestige Wealth Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/05/2017 - 160 Hours Per Month During Securities Trading. 5. 10/4/2017 - Prestige Racing LLC - Not Investment Related - Mailing Address at Reported Business Location(s) - Other-Standardbred Horse Racing - Owner - Started 09/19/2017 - 0 Hours Per Month. 6. 5/6/2021 - M. Williamson Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 4/1/2021 - 25 Hours Per Month/1 Hours During Securities Trading. 7. 05/06/2025 - Prestige Wealth Partners a HUB International Company - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 8. 05/06/2025 - Hub International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date 05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 9. 05/14/2025 - Global Retirement Partners - Investment Related - Registered Investment Advisor Hybrid - IAR - At Reported Business Location(s) - Start Date 05/01/2025 -0 Hrs/Mth - 0 Hrs During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 1 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. 10. 05/14/2025 - Prestige Wealth Partners a HUB International Company - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 11. 11/12/2025 - 7581 Old Thyme LLC - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date 08/29/2025 - 1 hour per month/ 0 hours during trading 12. 11/19/2025 - Koury Farms Racing LLC - Other - Standardbred Horse Racing - Owner - Not Investment Related - Home Based - StarT Date 08/15/2025 - 5 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-12-14

Other Names

• Joseph Michael Koury
• Joseph Michael Koury