Mark Anzo Tonelli

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Lpl Financial Llc
  Denver, CO
• 11/2015 → 11/2017
  Western Wealth Management, Llc
  Golden, CO
• 10/2016 → 02/2019
  Independent Financial Partners
  Denver, CO
• 07/2018 → 10/2022
  Sheridan Road Advisors, Llc
  Denver, CO
• 07/2020 → Present
  Global Retirement Partners, Llc
  Denver, CO
• 07/2020 → 10/2022
  Hub International Investment Services, Inc.
  Concord, CA
• 12/2018 → 10/2022
  Hub International, Inc.
  Chicago, IL
• 12/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2018-09-27 → 2022-10-25
  Sheridan Road Advisors, Llc, A Hub International Company
  Denver, CO
  Northbrook, IL
• 2016-10-26 → 2019-01-07
  Independent Financial Partners
  Denver, CO
• 2016-06-22 → 2016-10-11
  Western Wealth Management Llc
  Golden, CO
• 2016-06-02 → 2016-06-22
  Western Wealth Management Llc
  Golden, CO

Other Businesses

1. 11/28/2016 - Sheridan Road - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2016 - 160 Hours Per Month During Securities Trading. 2. 6/13/2018 - Sheridan Road Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/15/2018 - 150 Hours Per Month/110 Hours During Securities Trading. 3. 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) - Start Date: 10/01/2016 - 160 Hours Per Month. 4. 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 During Securities Trading. 5. 05/11/2021 - Global Retirement Partners, LLC - DBA: HUB Retirement and Wealth Management - Registered Investment Advisor DBA- Investment Related - At Reported Business Location(s) - Start Date - 1/1/2021 6. 8/4/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/02/2021 - 3 Hours Per Month/0 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 08/2021. I expect to spend approximately 3 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. 12/19/2022 - Global Retirement Partners, LLC - DBA: HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date - 10/01/2022 - 40Hrs/mnth during trading 8. 12/23/2022 - Global Retirement Partners, LLC - DBA: HUB Retirement and Wealth Management - Registered Investment Advisor DBA- Investment Related - At Reported Business Location(s) - Start Date - 10/01/2022 - 40Hrs/mnth during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-03-26
• S63 Uniform Securities Agent State Law Examination
  1994-07-07