Charlotte Ashley Macfarlane

Current Employers

Employment History

• 12/2012 → 11/2017
  National Benefit Services
  West Jordan, UT
• 10/2017 → Present
  Lpl Financial, Llc
  Sandy, UT
• 08/2018 → Present
  Global Retirement Partners Llc
  Sandy, UT

Other Businesses

1. 4/9/2018 - MRP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date: 4/2/2018. 2. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB international is buying my practice and will be 100% owner. Role will remain the same but I will now be an employee of HUB. 3. 9/13/2019 - MRP, a division of HUB International - DBA: MRP, a division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is purchasing my practice and will now be 100% owner. 4. 9/26/2019 - Global Retirement Partners - DBA: MRP, a division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - Provide qualified plan consulting. 5. 10/25/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/13/2019 - 160 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 09/2019. 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. 6. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 5/25/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 1/1/2021 - 160 Hours Per Month - Time Spent 100% - Supports the advisor(s) who will service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-02