Cosmo Charles Gould

Current Employers

Employment History

• 09/2014 → Present
  Lpl Financial, Llc
  San Rafael, CA
• 09/2014 → Present
  Global Retirement Partners Llc
  San Rafael, CA
• 09/2017 → 09/2018
  Grp Securities, Llc (Formerly: Gogan & Williams)
  San Rafael, CA
• 03/2018 → Present
  Rpa Financial, Llc
  San Rafael, CA
• 09/2019 → Present
  Hub International, Inc.
  Chicago, IL

Previous Registrations

• 2012-06-12 → 2015-03-13
  Financial Telesis Inc
  San Rafael, CA
• 2011-08-31 → 2012-06-07
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 2007-05-29 → 2008-04-29
  Citigroup Global Markets Inc.
  San Carlos, CA
  San Mateo, CA
• 2006-11-10 → 2007-05-29
  Citicorp Investment Services
  San Mateo, CA
• 2005-11-16 → 2006-11-08
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

(1) 09/08/2014: GRP FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 08/06/2014 (2) 09/18/2014: GLOBAL RETIREMENT PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: GLOBAL RETIREMENT PARTNERS - START 08/06/2014 - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (3) 05/04/2015: GLOBAL RETIREMENT PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) GLOBAL RETIREMENT PARTNERS - START 11/01/2014 - 120 HR/MO ALL DURING SECS TRDG HRS - INVESTMENT ADVISER REPRESENTATIVE. (4) 08/28/2019 - HUB International - Investment related - At reported business location(s) - Outside/W-2 Employment - start date:09/15/2019 - 40 hrs/mo - 40 hrs during trading - HUB is purchasing our RIA. (5) 4/15/2021 - 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. (6) 5/7/2021 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 (7) 2/14/2023 - TWD Securities - Investment Related - Home Based - Other - Accommodation BD - President and CCO - Start Date - 08/14/2017 - 20 Hours Per Month/10 Hours During Securities Trading (8) 01/23/2024 - RPA Financial, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - CCO - Started: 3/9/2018 - 15 Hrs/mo During Trading - I provide financial planning and consulting services through RPA Financial, LLC, an independent investment advisor firm.  I started this business activity in 3/2018. I expect to spend approximately 15 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 advisory firm is separate from and independent of LPL Financial. (9) 01/14/2026 - GBS Retire- Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/08/2026 - 0 hours per month/ during trading (10) 01/22/2026 - GBS Retire- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/08/2026 - 0 hours per month/ during trading (11) 01/28/2026 - Leavitt Retirement Partners- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/27/2026 - 0 hours per month/ during trading (12) 02/04/2026 - Leavitt Retirement Partners- Registered Investment Advisor DBA- IAR - Investment Related - At Reported Business Location(s) - Start Date 01/27/2026 - 0 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-21
• S66 Uniform Combined State Law Examination
  2005-11-15