Sarah June Boring

Current Employers

Employment History

• 08/2014 → 04/2017
  Bbrg
  Willow Grove, PA
• 09/2019 → 03/2023
  Whartonhill Advisors A Subsidiary Of Hub International
  Fort Washington, PA
• 03/2016 → 09/2019
  Strategic Planning Resources Dba Whartonhill Advisors
  Fort Washington, PA
• 03/2019 → 03/2023
  Global Retirement Partners
  Fort Washington, PA
• 03/2016 → Present
  Lpl Financial
  Fort Washington, PA
• 03/2016 → 03/2019
  Independent Financial Partners
  Fort Washington, PA
• 12/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Other Businesses

1-03/2016 / HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / FORT WASHINGTON, PA 2- 03/2016 / WHARTONHILL ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / FORT WASHINGTON, PA 3- 03/2016 / HUB INTERNATIONAL / Outside/W-2 Employment / NON INVESTMENT RELATED / FORT WASHINGTON, PA 4- 05/05/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisors - Start Date 3/21/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 5- 05/05/2023 - Whartonhill Advisors, A div of Hub Retirement - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisors - Start Date 3/21/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 6- 05/05/2023 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisors - Start Date 3/21/2016 - 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 3/2016. 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.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-26