Katie Lynn Koss

Current Employers

Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-03-09

VA RA
APPROVED

Since 2025-03-09

Branch Locations

8300 Greensboro Drive, #17, Mclean, VA 20191 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Mclean	VA	12/2017	Present
Epl Archives	Sterling	VA	05/2015	08/2017
Student	Farmville	VA	08/2014	05/2018
Global Retiremennt Partners, Llc	San Rafael	CA	03/2025	Present
Hub International Investment Services	Kansas City	MO	03/2025	Present

12/2017 → Present

Lpl Financial Llc

Mclean, VA
05/2015 → 08/2017

Epl Archives

Sterling, VA
08/2014 → 05/2018

Student

Farmville, VA
03/2025 → Present

Global Retiremennt Partners, Llc

San Rafael, CA
03/2025 → Present

Hub International Investment Services

Kansas City, MO

Other Businesses

1) 03/27/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 03/27/2024 - HUB INTERNATIONAL - Outside/W-2 Employment - VA 22102 - Non investment related - 160 Hours per month - Start date: 6/4/2018.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-06

S66 Uniform Combined State Law Examination

2025-03-06

Other Names

Katie Lynn Thornton

View on SEC IAPD