Patricia M Gildea

Current Employers

Employment History

• 08/2010 → 11/2020
  Summit Financial Strategies Inc.
  Burlington, MA
• 08/2011 → 11/2021
  Commonwealth Financial Network
  Waltham, MA
• 10/2020 → Present
  Hub International Investment Services, Inc.
  Burlington, MA
• 09/2018 → 11/2021
  Summit Financial Corp., A Division Of Hub International
  Wilmington, MA
• 11/2021 → Present
  Lpl Financial Llc
  Wilmington, MA
• 11/2021 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 12/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2011-09-02 → 2021-11-10
  Commonwealth Financial Network
  Burlington, MA
  Wilmington, MA
• 2010-09-07 → 2011-09-07
  Ogilvie Security Advisors Corporation
  Burlington, MA
• 2006-03-03 → 2009-02-18
  Strategic Advisers Llc
  Cambridge, MA

Other Businesses

1)09/28/2021 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/28/2021 - HUB Retirement and Wealth Management - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3)09/28/2021 - HUB International - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) 4)09/28/2021 - Real Estate Rental - Owner - Charleston, MA - Inv Rel - Start: 1998 5) 12/21/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started Nov 2021 - 4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 80 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. 6) 12/21/2021 - Global Retirement Partners - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started Nov 2021 - 4 Hours During Securities Trading - Time Spent 50%.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-16
• S63 Uniform Securities Agent State Law Examination
  2004-12-22

Designations