Matthew Joseph Finnell

Current Employers

Employment History

• 05/2023 → Present
  Global Retirement Partners, Llcp
  San Rafael, CA
• 06/2022 → Present
  Hub International
  Moon Township, PA
• 08/2016 → 06/2022
  Heritage Wealth Management
  Moon Township, PA
• 08/2018 → 06/2020
  Coastal Carolina University
  Conway, SC
• 08/2016 → 06/2018
  Indiana University Of Pennsylvania
  Indiana, PA
• 05/2022 → Present
  Lpl Financial Llc
  Myrtle Beach, SC

Other Businesses

1) 10/09/2023 - HERITAGE WEALTH MANAGEMENT GROUP, A DIV OF HUB- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) - start 6/1/2022 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 10/11/2023 - Heritage Wealth Mgmt Group, a Div of HUB Int - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 6/1/2022 - 160 Hours Per Month/ 8 Hours During Trading 3) 10/11/2023 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 5/1/2022 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 5/2022. 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) 08/06/2025 - MFL Plus - Not Investment Related - Other - Business Owner - Online - Start Date:08/01/2025 - 15 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-09

Other Names

• Matthew Joseph Finnell