Spencer Josiah Stilwell

Current Employers

Employment History

• 03/2019 → 05/2019
  Gus Bates Financial Service Llc
  Fort Worth, TX
• 06/2019 → 07/2020
  Gus Bates Financial Service Llc
  Fort Worth, TX
• 06/2018 → Present
  Pop's Wellness Llc
  Fort Worth, TX
• 08/2015 → 06/2019
  Texas Christian University
  Fort Worth, TX
• 11/2020 → 02/2021
  Hub International Investment Services, Inc.
  Fort Worth, TX
• 02/2021 → Present
  Lpl Financial, Llc
  Fort Worth, TX
• 07/2020 → Present
  Hub International, Inc.
  Chicago, IL
• 02/2021 → Present
  Global Retirement Partners, Llc
  Fort Worth, TX

Previous Registrations

• 2020-06-11 → 2021-02-19
  Kestra Advisory Services, Llc
  Fort Worth, TX
  Austin, TX

Other Businesses

1. 02/19/2021 - Gus Bates Insurance &Investments, A Division of Hu - DBA for LPL Business (entity for LPL business) - inv Rel - Start date: 07/01/2020 - FORT WORTH, TX - 100% 2. 02/19/2021 - HUB INTERNATIONAL - Outside/W-2 Employment - inv Rel - Start date: 07/01/2020 - FORT WORTH, TX - 100% 3. 02/19/2021 - HUB INTERNATIONAL INVESTMENTS SERVICES - Other - inv Rel - Start date: 10/01/2020 - FORT WORTH, TX - 100% 4. 2/24/2021 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/15/2020 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 02/2021. 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. 5. 3/17/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2021 - 160 Hours Per Month During Securities Trading. 6. 3/26/2021 - Global Retirement Partners LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Started 02/19/2021 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 02/2021. I expect to spend approximately 100 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. 7. 09/29/2023 - Body By Spencer - Business Owner - Fitness Instructor and Operator - Investment Related - 3212 Collinsworth Street, Fort Worth, Texas 76107 - Start Date 11/01/2021 - 8 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-27
• S63 Uniform Securities Agent State Law Examination
  2020-01-03

Other Names

• Spencer Stilwell
• Spencer Josiah Stilwell