Joshua M Kopec

Current Employers

Employment History

• 09/2016 → Present
  Lpl Financial, Llc
  Lisle, IL
• 09/2016 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2015-09-15 → 2016-08-31
  Wintrust Investments Llc
  Chicago, IL
• 2012-08-24 → 2015-09-16
  Osaic Services, Inc.
  Scottsdale, AZ
  Des Plaines, IL
  Des Plaines, IL
  Schaumburg, IL
• 2012-03-01 → 2012-08-28
  Next Financial Group, Inc.
  Crystal Lake, IL
• 2011-03-14 → 2012-03-13
  New England Securities
  Schaumburg, IL

Other Businesses

(1) 09/23/2016: Connor & Gallagher Benefit Services - DBA for LPL Business (entity for LPL business) - Investment Related - 750 Warrenville Road, Lisle, IL 60532 - Start 09/16/2016 - 120 Hr/Mo; 6 Hour(s) During Securities Trading; 80% Time Spent (2) 09/23/2016: No Business Name - Non-Variable Insurance - Investment Related - 2362 Handley Lane Aurora, IL 60502 - Start 09/16/2016 - 20 Hr/Mo; 1 Hour(s) During Securities Trading; 10% Time Spent - Group Employee Benefit Insurance (3) 09/27/2016: Global Retirement Partners - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners - Investment Related - 4340 Redwood Highway, Suite B-60 San Rafael, CA 94903 - Start 09/16/2016 - 20 Hr/Mo; 1 Hour(s) During Securities Trading; 10% Time Spent - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 20 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. (4) 11/17/2016: Connor & Gallagher OneSource - DBA: (HYBRID) Connor & Gallagher OneSource - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/01/2016 - 160 Hours Per Month During Securities Trading. (5) 08/20/2021 - Connor & Gallagher OneSource - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/18/2021 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-09

Other Names

• Josh Kopec