Charles David Epstein

Current Employers

Employment History

• 02/1984 → 05/2021
  Mml Investors Services, Llc
  East Longmeadow, MA
• 09/1979 → Present
  Massmutual Life Insurance Company
  East Longmeadow, MA
• 03/2018 → Present
  Epstein Financial Services Llc
  East Longmeadow, MA
• 06/1984 → 03/2018
  Epstein Financial Services
  East Longmeadow, MA
• 05/2021 → Present
  Lpl Financial, Llc
  East Longmeadow, MA
• 06/2021 → Present
  Global Retirement Partners, Llc
  East Longmeadow, MA
• 11/2021 → Present
  Hub International Investment Services, Inc.
  Chicago, IL

Previous Registrations

• 2006-04-21 → 2021-12-06
  Epstein Financial Services
  East Longmeadow, MA
  East Longmeadow, MA
• 2009-10-26 → 2021-06-04
  Mml Investors Services, Llc
  Springfield, MA
  East Longmeadow, MA
  Holyoke, MA

Other Businesses

1) 12/2017 - Real Estate Rental - MADRID REALTY 09, LLC - Investment Related - 5% - 12 Somers Road, East Longmeadow, MA 01028 2) 2/2009 - Non-Variable Insurance - EPSTEIN FINANCIAL GROUP, LLC - Investment Related - 25% - East Longmeadow, MA 01028 3) 1/2009 - Business Entity For Tax/Investment Purposes Only - The 401K Coach, LLC - Not Investment Related - East Longmeadow, MA 01028 4) 2011 - Real Estate Rental - EAST COLUMBUS AVE, LLC - Investment Related - 5% - Investment Related - 93 East Columbus Avenue, Springfield, MA 01108 5) 2/2009 - Business Entity For Tax/Investment Purposes Only - EPSTEIN FINANCIAL GROUP, LLC - East Longmeadow, MA 01028 6) 3/2018 - DBA for LPL Business (entity for LPL business) - Epstein Financial Services, LLC - Investment Related - East Longmeadow, MA 01028 7) 8/17/2021 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2021 - 50 Hours Per Month During Securities Trading. 8) 8/19/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/01/2021 - 10 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 10 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. 9) 8/19/2021 - HUB International Investment Services Inc - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker Dealer - Started 06/01/2021 - 10 Hours Per Month During Securities Trading. 10) 8/19/2021 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 06/01/2021 - 50 Hours Per Month During Securities Trading - Vice President Wealth and Retirement Services for HUB International. 11) 8/25/2021 - Epstein Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2021 - 20 Hours Per Month During Securities Trading. 12) 9/1/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/2021 - 20 Hours Per Month During Securities Trading. 13) 9/1/2021 - Epstein Financial Services LLC - DBA: (Hybrid) Epstein Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/2021 - 20 Hours Per Month During Securities Trading - Provide financial plans for a flat fee. 14) 09/28/2021 - YIELD OF DREAMS, LLC - Not Investment Related - At Reported Business Location(s) - Business Owner - Start Date: 3/6/20 - 10 Hours Per Month/0 Hours During Securities Trading - Time Spent 20% - Entertainment and marketing services company. 15) 06/01/2022 - Promontory 33 LLC - Not Investment Related - 1203 E Canyon Gate Road, Park City, UT 84098-4970 - Business Entity For Tax/Investment Purposes Only - Start Date: 05/25/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 16) 07/05/2022 - Paychecks for Life - Not Investment Related - Location: Online - Author - Start Date - 01/01/2015 - 0 Hours Per Month/ 0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-04-24

Designations