David A Bradshaw

Current Employers

Employment History

• 07/2016 → Present
  Lpl Financial Llc
  Boston, MA
• 07/2016 → Present
  Global Retirement Partners, Llc
  Boston, MA
• 10/2013 → Present
  Alpha Pension Group, Inc.
  Boston, MA
• 10/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2015-09-24 → 2021-03-30
  Alpha Pension Group, Inc., A Hub International Company
  Boston, MA

Other Businesses

(1) 07/07/2016: Alpha Pension Group - DBA for LPL Business (entity for LPL business) - Investment Related - 70 Westview Street Lexington MA 02421 - Started 06/24/2016 - 100% Time Spent (2) 07/18/2016: Global Retirement Partners - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners - Investment Related - 4340 Redwood Highway Ste B-60 San Raefel CA - Started 06/24/2016 - 100% Time Spent - IAR (3) 08/19/2016: Alpha Pension Group Inc - Registered Investment Advisor - Investment Related - 70 Westview St, Lexington, MA 02421 - Started 01/01/2014 - 40 Hr/Mo; 2 Hours During Securities Trading - I provide financial planning and consulting services through Alpha Pension Group, an independent investment advisor firm. I started this business activity in January, 2014. I expect to spend approximately 40 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 advisory firm is separate from and independent of LPL Financial. (4) 1/5/2021 - Alpha Pension Group, a Division of HUB New England - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. (5) 1/12/2021 - HUB International - DBA: Alpha Pension Group, a division of HUB New England - Not Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is purchasing practice and will now be 100% owner. (6) 1/12/2021 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying practice and will be 100% owner. Role will remain the same but now an employee of HUB. (7) 4/15/2021 - 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: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. (8) 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-24
• S63 Uniform Securities Agent State Law Examination
  2012-10-25

Other Names

• David A Bradshaw
• David Anthony Bradshaw