Andrew James Degroat

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial Llc
  Fort Washington, PA
• 12/2010 → 03/2019
  Independent Financial Partners
  Fort Washington, PA
• 03/2019 → Present
  Global Retirement Partners, Llc
  Fort Washington, PA
• 11/2019 → Present
  Hub International
  Fort Washington, PA

Previous Registrations

• 2011-03-16 → 2019-04-03
  Independent Financial Partners
  Ft. Washington, PA
• 2009-01-06 → 2010-12-01
  Nrp Advisors, Inc.
  Fort Washington, PA
  Bryan, OH
• 2009-02-02 → 2009-12-31
  Kestra Investment Services, Llc
  Horsham, PA
  Horsham, PA

Other Businesses

(1) 11/05/2012 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - WHARTONHILL ADVISORS - FT. WASHINGTON, PA (2) 08/04/2014 - NON-VARIABLE INSURANCE - TIME SPENT 20% - FT. WASHINGTON, PA. (3) 4/15/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/01/2019 - 38 Hours Per Month/38 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 38 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. (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) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. (5) 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 my practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. (6) 9/24/2019 - Global Retirement Partners, LLC - DBA: WhartonHill Advisors, a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 09/13/2019 - 160 Hours Per Month/38 Hours During Securities Trading - Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting. (7) 11/12/2019 - HUB International Investment Services Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Start Date: 10/31/2019 - 0 Hours Per Month - Only registered with this entity to receive payments from compensation paid to this entity from LPL. (8) 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) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. (9) 5/6/2021 - 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 - Start Date: 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-24
• S63 Uniform Securities Agent State Law Examination
  1990-11-09

Other Names

• Andrew James Degroat
• Andrew James Degroat, Aif