Jeffrey William Dye

Current Employers

Hub Investment Partners, Llc

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-08-20
TX	RA	APPROVED	2026-08-20

PA RA
APPROVED

Since 2026-08-20
TX RA
APPROVED

Since 2026-08-20

Branch Locations

228 W Gay Street , West Chester, PA 19380 • United States

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-10-02
DE	RA	APPROVED	2025-10-01
PA	RA	APPROVED	2025-10-01
VA	RA	APPROVED	2025-10-01

NJ RA
APPROVED

Since 2025-10-02
DE RA
APPROVED

Since 2025-10-01
PA RA
APPROVED

Since 2025-10-01
VA RA
APPROVED

Since 2025-10-01

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

228 W Gay Street, West Chester, PA 19380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Minnesota Life	St. Paul	MN	06/2016	09/2019
Legacy Planning Partners	West Chester	PA	06/2016	Present
Securian Financial Services Inc.	St. Paul	MN	06/2016	09/2019
Commonwealth Financial Network	Waltham	MA	10/2019	10/2025
Hub International Investment Services Inc.	Kansas City	MO	11/2024	08/2026
Lpl Financial Llc	West Chester	PA	10/2025	08/2026
Global Retirement Partners, Llc	San Rafael	CA	10/2025	Present
Hub Investment Partners	Austin	TX	08/2026	Present

06/2016 → 09/2019

Minnesota Life

St. Paul, MN
06/2016 → Present

Legacy Planning Partners

West Chester, PA
06/2016 → 09/2019

Securian Financial Services Inc.

St. Paul, MN
10/2019 → 10/2025

Commonwealth Financial Network

Waltham, MA
11/2024 → 08/2026

Hub International Investment Services Inc.

Kansas City, MO
10/2025 → 08/2026

Lpl Financial Llc

West Chester, PA
10/2025 → Present

Global Retirement Partners, Llc

San Rafael, CA
08/2026 → Present

Hub Investment Partners

Austin, TX

Previous Registrations

2019-10-01 → 2025-10-03

Commonwealth Financial Network

West Chester, PA
2012-03-14 → 2019-10-07

Securian Financial Services, Inc.

West Chester, PA
2011-06-30 → 2011-11-07

Cadaret, Grant & Co., Inc.

Wilmington, DE

Other Businesses

1- 06/2025 / Hub International / Outside/W-2 Employment / non investment rltd / start 06/01/2025 2- 06/2025 / Diamondback Ventures LLC / Business Entity For Tax/Investment Purposes Only / non investment rltd / start 06/01/2025 3- 06/2025 / Legacy Planning, A Hub International Company / Non-Variable Insurance / investment rltd / start 06/01/2025 4- 06/2025 / CRC Holdings LLC / Real Estate Rental / investment rltd / start 06/01/2025 5- 10/08/2025- Hub Retirement and Wealth Management- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading 6- 10/08/2025- Legacy Planning, A Hub International Company- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-02-24

S63 Uniform Securities Agent State Law Examination

2006-02-24

Designations

Other Names

Jeffrey Dye

View on SEC IAPD