Therese Hatzes Anderson

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial Llc
  Brookeville, MD
• 06/2021 → Present
  Global Retirement Partners, Llc
  Brookeville, MD

Other Businesses

1. 5/16/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 2. 3/9/2018 - Anderson Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/21/2018 - 100 Hours Per Month/100 Hours During Trading. 3. 8/6/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/15/2021 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 120 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. 8/9/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) Anderson Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/15/2021 - 160 Hours Per Month During Securities Trading. 5. 12/12/2025 - Anderson Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2014 - 40 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-24
• S63 Uniform Securities Agent State Law Examination
  2002-03-21

Other Names

• Terry Anderson