Jeremy Robert Weith

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial, Llc
  Milwaukee, WI
• 10/2010 → 02/2019
  Independent Financial Partners
  Milwaukee, WI
• 07/2018 → 10/2022
  Sheridan Road Advisors, Llc, A Hub International Company
  Milwuakee, WI
• 12/2018 → 10/2022
  Hub International Investment Services, Inc.
  Northbrook, IL
• 07/2021 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2018-09-20 → 2022-10-25
  Sheridan Road Advisors, Llc, A Hub International Company
  Milwuakee, WI
  Northbrook, IL
• 2010-10-19 → 2018-12-31
  Independent Financial Partners
  Northbrook, IL
• 2010-09-29 → 2010-12-31
  Sheridan Road Advisors, Llc
  Northbrook, IL
• 2008-03-03 → 2010-12-01
  Nrp Advisors, Inc.
  Northbrook, IL
• 2006-12-12 → 2008-10-15
  Nrp Financial, Inc.
  Northbrook, IL
  Bryan, OH
  Northbrook, IL
• 2006-04-24 → 2006-12-12
  Equitable Advisors, Llc
  Northbrook, IL
  Northbrook, IL

Other Businesses

1. 5/27/2014 - Sheridan Road - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/14/2019 - Sheridan Road Financial, a division of HUB International - DBA: Sheridan Road Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month. 3. 7/23/2019 - Sheridan Road Advisors, LLC, A HUB International Company - DBA: (Hybrid) Sheridan Road - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 07/16/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Sheridan Road, an independent investment advisor firm. I started this business activity on 7/23/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 9/23/2019 - HUB International Investment Services, Inc. - Investment Related - 55 East Jackson Blvd, Chicago, IL 60604 - Outside/W-2 Employment - Managing Director - Start Date: 07/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 5/11/2021 - Sheridan Road Advisors - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Started 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. 7. 7/14/2021 - Sheridan Road - DBA: (Hybrid) Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/01/2021 - 20 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Sheridan Road, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 20 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.advisernfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 12/19/2022 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Investment Advisor Representative - Start Date - 07/01/2021 - 40 Hours Per Month/40 Hours During Securities Trading 9. 12/22/2022 - Global Retirement Partners, LLC - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date - 07/01/2021 - 40 Hours Per Month/40 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-21
• S63 Uniform Securities Agent State Law Examination
  2006-04-04

Other Names

• Jeremy Weith