Amy Charbonneau Burk

Current Employers

Employment History

• 07/2015 → 06/2020
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 02/2018 → 06/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2020 → 06/2023
  Fortune Financial Services, Inc.
  Monaca, PA
• 07/2020 → Present
  Golden Green, Inc.
  Seneca, SC
• 07/2015 → 07/2020
  Goldman Sachs Personal Financial Mgmt
  Seneca, SC
• 06/2023 → Present
  Lpl Financial Llc
  Seneca, SC

Previous Registrations

• 2020-07-21 → 2023-11-09
  Golden Corner Wealth Advisors
  Seneca, SC
• 2015-09-11 → 2020-08-06
  United Capital Financial Advisors
  Seneca, SC

Other Businesses

1) 06/01/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Non-inv. Related - At Reported Business Location(s) - Start Date 06/1/2023 - 160hrs/month 8 Hrs during Trading - 100% time spent 2)06/01/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 05/1/2023 - 0hrs/month 0 Hrs during Trading 3) 06/01/2023 - GOLDEN CORNER WEALTH ADVISORS - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 05/1/2023 - 0hrs/month 0 Hrs during Trading 4) 06/01/2023 - GOLDEN CORNER WEALTH ADVISORS, A DIV OF HUB RETIRE - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 05/1/2023 - 0hrs/month 0 Hrs during Trading 5) 06/07/2023 - GOLDEN CORNER WEALTH ADV., A DIV OF HUB RET - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 5/1/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 6) 06/07/2023 - GOLDEN CORNER WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 7/17/2020 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 7) 06/07/2023 - GOLDEN GREEN INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Start Date 7/17/2020 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 75% 8) 06/07/2023 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 5/1/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 5/2023. 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. 9) 06/07/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 5/1/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 10) 12/05/2023 - 2 Handfuls, LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity for Tax/Investment Purposes Only - Started: 11/20/2023 - 8 Hrs/Mo; 0 Hrs During Trading. 11) 06/24/2025 - Bright Envelope Co LLC - Not Investment Related - Other - Business Owner - Home Based - Start Date:05/31/2025 - 20 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-03-26
• S65 Uniform Investment Adviser Law Examination
  2015-09-11

Designations

Other Names

• Amy Lynne Charbonneau