Matthew Patrick Greene

Current Employers

Employment History

• 03/2013 → 02/2017
  Fidelity Investments
  Braintree, MA
• 03/2017 → Present
  Summit Financial Corporation, A Div Of Hub International
  Burlington, MA
• 03/2017 → 11/2021
  Commonwealth Financial Network
  Waltham, MA
• 10/2020 → Present
  Hub International Investment Services, Inc.
  Burlington, MA
• 11/2021 → Present
  Lpl Financial Llc
  Wilmington, MA
• 11/2021 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2017-03-22 → 2021-11-11
  Commonwealth Financial Network
  Burlington, MA
  Wilmington, MA
• 2013-04-16 → 2017-02-24
  Strategic Advisers Llc
  Braintree, MA
  Hingham, MA
• 2012-03-15 → 2013-03-22
  Commonwealth Financial Network
  Burlington, MA

Other Businesses

1)10/07/2021 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/07/2021 - HUB Retirement and Wealth Management - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 2010 - 1 Hr/Mth 3)10/07/2021 - HUB International - Investment clients and TPA businesses have been sold to HUB International. - Non-Inv Rel - At Reported Business Location(s) - Start: 2017 - 80 Hr/Mth 4) 12/21/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/2021 - 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. 5) 12/21/2021 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/2021 - 4 Hours During Securities Trading - Time Spent 50%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-09
• S63 Uniform Securities Agent State Law Examination
  2010-06-25

Designations

Other Names

• Matthew Greene
• Matthew Patrick Greene
• Matthew P Greene