Barbara Jean Delaney

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial Llc
  Pearl River, NY
• 04/2015 → Present
  Global Retirement Partners, Llc
  Pearl River, NY

Previous Registrations

• 2011-07-18 → 2015-06-08
  Independent Financial Partners
  Pearl River, NY
• 2010-02-10 → 2010-12-01
  Nrp Advisors, Inc.
  Pearl River, NY
  Bryan, OH

Other Businesses

1. 8/16/2013:StoneStreet Equity-InvestRel-AtReptBusLoc(s)--DBA for LPL Business(entity for LPL business). 2. 2/7/2014:STONESTREET ADVISOR GROUP-InvestRel--AtReptBusLoc(s)--DBA for LPL Business(entity for LPL business). 3. 4/17/2017:StoneStreet Renaissance--InvestRel--AtReptBusLoc(s)--DBA for LPL Business(entity for LPL business)-Start4/4/2017-10Hrs/Mth;1HrDuringSecTrading. 4. 5/15/2017:StoneStreet Renaissance Benefits Advisors-InvestRel-AtReptBusLoc(s)-DBA for LPL Business(entity for LPL business)-Start4/28/2017-10Hrs/Mth;1HrDuringSecTrading. 5. 5/15/2017:Legal Shield-NotInvestRel-AtReptBusLoc(s)-Other-Legal Shield-Start5/12/2017-2Hrs/Mth;1HrDuringSecTrading. 6. 7/12/2017:StoneStreet Renaissance Benefits Advisor-InvestRel-AtReptBusLoc(s)-RIA/DBA-Start7/1/2017-10Hrs/Mth;4HrsDuringSecTrading. 7. 7/12/2017:StoneStreet Renaissance-InvestRel-AtReptBusLoc(s)-RIA/DBA-Start7/1/2017-50Hrs/Mth;4HrsDuringSecTrading. 8. 7/12/2017:StoneStreet Renaissance Private Client Group-InvestRel-AtReptBusLoc(s)-RIA/DBA-IAR- Start7/1/2017-10Hrs/Mth;4HrsDuringSecTrading. 9. 8/1/2017:StoneStreet Renaissance Private Client Group-InvestRel-AtReptBusLoc(s)-DBA for LPL Business (entity for LPL business)-Start7/1/2017-10Hrs/Mth;4HrsDuringSecTrading. 10. 5/8/2019:No Business Name-InvestRel-AtReptBusLoc(s)-Non-Variable Insurance-Start5/2/2019-1 Hr/MthDuringSecTrading. 11. 9/12/2019:HUB International-InvestRel-AtReptBusLoc(s)-Outside/W-2 Employment-Start9/13/2019-160Hrs/MthDuringSecTrading-HUB International is buying my practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 12. 9/12/2019:HUB International-DBA: SS/RBA, a division of HUB International Northeast-InvestRel-AtReptBusLoc(s)-DBA for LPL Business (entity for LPL business)-Start9/13/2019 160Hrs/MthHrsDuringSecTrading. 13. 9/24/2019:Global Retirement Partners, LLC-DBA: SS/RBA, a division of HUB International Northeast-InvestRel-AtReptBusLoc(s)-RIA/DBA-Start9/13/2019-160Hrs/MthDuringSecuritiesTrading. 14. 11/12/2019:Hub International Investment Services, Inc.-InvestRel-AtReptBusLoc(s)-Other-Accommodation Broker/Dealer-Start10/31/2019-0Hrs/Mth-Only registered with this entity to receive payments from compensation paid to this entity from LPL. 15. 7/27/2020:Global Retirement Partners-DBA: (HYBRID) Global Retirement Partners, LLC-InvestRel-AtReptBusLoc(s)-RIA/Hybrid-IAR-Start5/1/15-4Hrs/Mth;0HrsDuringSecuritiesTrading-TimeSpent2%-I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2015. I expect to spend about 4Hrs/Mth; 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. 16. 4/16/2021-HUB International-DBA: HUB Retirement and Wealth Management-InvestRel-AtReptBusLoc(s)-DBA for LPL Business (entity for LPL business)-Start1/1/2021-160 Hrs/Mth;160 HrsDuringSecTrading. 17. 5/6/2021-Global Retirement Partners, LLC-DBA: (Hybrid) HUB Retirement and Wealth Management-InvestRel-AtReptBusLoc(s)-RIA/DBA-Investment Advisor Representative-Start1/1/2021-Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other InvestRel financial consulting. 18. 11/02/2021-NoBusName-InvestRel-Carlsbad, CA 92009-Real Estate Rental-Start1/1/2021-1HrMth/0HrsDuringSecTrading-Vacation rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-09
• S63 Uniform Securities Agent State Law Examination
  1989-01-20

Other Names

• Barbara Jean Ohalloran