Amy Gomez

Current Employers

Employment History

• 04/2015 → Present
  Strategic Planning Resources Dba Whartonhill Advisors
  Fort Washington, PA
• 11/2015 → Present
  Lpl Financial, Llc
  Fort Washington, PA
• 06/2016 → 03/2019
  Independent Financial Partners
  Fort Washington, PA
• 03/2019 → Present
  Global Retirement Partners, Llc
  Fort Washington, PA

Previous Registrations

• 2016-12-03 → 2019-04-03
  Independent Financial Partners
  Fort Washington, PA

Other Businesses

(1) 01/06/2016: WhartonHill Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 04/06/2015 - 100% Time Spent - Hybrid Admin (2) 11/29/2016 - No Business Name - Not Investment Related - At Reported Business Location - Other-Notary Public - Started 11/01/2016 - 1 Hour Per Month During Securities Trading. (3) 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying the practice and 100% of WhartonHill. My role will remain the same but now will be an employee of HUB. (4) 9/12/2019 - WhartonHill Advisors, a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Admin. - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. (5) 9/25/2019 - Global Retirement Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. Assistant - Start Date: 04/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide administrative support to Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 04/2019. 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. (6) 9/25/2019 - WhartonHill Advisors, a Division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - ADMIN. - Start Date: 09/13/2019 - 160Hours Per Month/160 Hours During Securities Trading. (7) 4/16/2021 - 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) 02/19/2025 - HUB Retirement and Wealth Management - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 160 hours per month/ 5 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-03
• S63 Uniform Securities Agent State Law Examination
  2016-03-30

Other Names

• Amy Louise Heffernen