Russell Alan Frierson

Current Employers

Employment History

• 12/2007 → Present
  Lpl Financial Llc
  Carlsbad, CA
• 04/2016 → Present
  Global Retirement Partners, Llc
  Carlsbad, CA
• 03/2018 → Present
  Rpa Financial, Llc
  San Rafael, CA
• 09/2019 → Present
  Hub International, Inc.
  Chicago, IL

Other Businesses

1. 11/16/2016 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 08/02/2016 - 160 Hours Per Month During Securities Trading - IAR - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in November 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 2. 3/17/2018 - GRP Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/09/2018 - 150 Hours Per Month During Securities Trading. 3. 9/20/2018 - RPA Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 03/09/2018 - 15 Hours Per Month During Securities 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. 4. 9/13/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/15/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying the GRP RIA. My role will remain the same but I will now be an employee of HUB. 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 - 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. 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. 8. 01/28/2026 - GBS Retire - 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. 9. 02/04/2026 - Leavitt Retirement Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/27/2026 - 0 Hours Per Month/During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-09
• S63 Uniform Securities Agent State Law Examination
  1994-04-19