Eugene Rogatnik

Current Employers

Employment History

• 04/2019 → 10/2022
  Sheridan Road Advisors, Llc (Dba: Sheridan Road, Llc)
  Milwaukee, WI
• 02/2015 → 03/2019
  Empower Retirement
  Milwaukee, WI
• 07/2019 → 10/2022
  Lpl Financial, Llc
  Milwaukee, WI
• 07/2022 → 10/2022
  Global Retirement Partners, Llc
  San Rafael, CA
• 10/2022 → 11/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 12/2023 → Present
  Lpl Financial Llc
  Henrico, VA
• 12/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2022-07-27 → 2022-10-11
  Global Retirement Partners Llc
  Milwaukee, WI
  San Rafael, CA
• 2019-06-27 → 2022-10-11
  Sheridan Road Advisors, Llc, A Hub International Company
  Miwaukee, WI
  Northbrook, IL

Other Businesses

1)11/20/2023 - HUB RETIREMENT AND WEALTH MANANGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 2)11/20/2023 - WASHINGTON FINANCIAL GROUP, A DIVISION OF HUB INTERNATIONAL - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 3)11/20/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) - Start: 11/2023 4)12/27/2023 - Global Retirement Partners - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 11/15/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 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)12/27/2023 - WASHINGTON FINANCIAL GROUP, A DIVISION OF HUB INTERNATIONAL - Inv related - At Reported Business location(s) - Registered Investment Advisor DBA - Registered Admin - Started: 11/15/2023 - 160 Hrs/Mo; 8 Hrs During Trading. 6)12/27/2023 - HUB RETIREMENT AND WEALTH MANANGEMENT - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Started: 11/15/2023 - 160 Hrs/Mo; 8 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-08-16
• S65 Uniform Investment Adviser Law Examination
  2019-06-27

Other Names

• Ivgeni Rogatnik