Lisa Ann Thompson

Current Employers

Employment History

• 05/1994 → 05/2021
  Massachusetts Mutual Life Insurance Comp
  East Longmeadow, MA
• 04/1994 → 05/2021
  Epstein Financial Services
  Holyoke, MA
• 04/2001 → 05/2021
  Mml Investors Services, Inc.
  East Longmeadow, MA
• 06/2021 → Present
  Lpl Financial, Llc
  East Longmeadow, MA
• 03/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2021 → Present
  Hub International, Inc.
  Chicago, IL

Other Businesses

1. 3/2018 - DBA for LPL Business (entity for LPL business) - Epstein Financial Services, LLC - Investment Related - East Longmeadow, MA 01028 2. 12/13/2021 - Hub International - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Admin - Start Date: 06/01/2021 - 160 Hours Per Month/100 Hours During Securities Trading - Admin for LPL Rep Charles Epstein. 3. 12/16/2021 - 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: 6/1/2021 - 160 Hours Per Month/5 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-25
• S63 Uniform Securities Agent State Law Examination
  2019-06-20

Other Names

• Lisa A Tessier
• Lisa A Thompson