Thomas Richard Leverone

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Credentials

ChFC®

Chartered Financial Consultant

Years of Experience

29 years registered in the securities industry

Current & Past Employments

Current

GLOBAL RETIREMENT PARTNERS LLCCurrent·CRD# 172011

RIA

8300 Greensboro Drive, Suite 700, Mclean, VA 22102

November 13, 2015 - Present

LPL FINANCIAL LLCCurrent·CRD# 6413

RIA

BD

8300 Greensboro Drive # 700, Mclean, VA 22102

November 29, 2012 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.Current·CRD# 150252

BD

900 S Capital Of Tx Highway Suite 350, Austin, TX 78746

November 12, 2021 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413

RIA

Mclean, VA

November 30, 2012 - November 13, 2015

MML INVESTORS SERVICES, LLCPast·CRD# 10409

RIA

Mclean, VA

May 21, 1999 - December 6, 2012

MML INVESTORS SERVICES, LLCPast·CRD# 10409

BD

Mclean, VA

December 18, 1998 - December 6, 2012

WASHINGTON FINANCIAL GROUP, INC.Past·CRD# 116138

RIA

Bethesda, MD

January 2, 2003 - December 11, 2006

SIGNATOR INVESTORS, INC.Past·CRD# 468

BD

Boston, MA

May 13, 1998 - September 14, 1998

THE VARIABLE ANNUITY MARKETING COMPANYPast·CRD# 5081

BD

Houston, TX

June 3, 1997 - July 21, 1997

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OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - SEC (7/14/2014 Approved)

Contact Information

Main Address

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

Phone Number

(415) 526-2753

# of Employees

464

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Part 2 Brochures

GLOBAL RETIREMENT PARTNERS, LLC (5/15/2026)

GLOBAL RETIREMENT PARTNERS, LLC ADV 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

33,988

AUM (Assets Under Management)

$169,584,566,299

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 09/17/2012 - Washington Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 09/17/2012 - Fixed Insurance - INV REL - Non-Variable Insurance - 10% TIME SPENT - Agent selling fixed insurance which includes all lines of group health, life, disability, fixed annuities, and long term care 3. 11/17/2015 - Global Retirement Partners, LLC - IVN REL - 1410 Spring Hill Road, Suite 425, McLean, VA 22102 - Registered Investment Advisor Hybrid - START 11/03/2015 - 10 HOURS PER MONTH DURING TRADING - IAR-Advisor will serve as an Investment Advisor Representative under the Global Retirement Partners RIA. 4. 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 will now be an employee of HUB. 5. 9/12/2019 - Washington Financial Group, a division of HUB International - 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. 6. 9/26/2019 - Global Retirement Partners LLC - DBA: Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - Provide advisory services to retirement plans and wealth management clients. 7. 11/12/2019 - Hub International Investment Services, Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Start Date: 10/31/2019 - 0 Hours Per Month - Only registered with this entity to receive payments from compensation paid to this entity from LPL. 8. 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. 9. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - 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 investment related financial consulting. 10. 09/22/2023 - Fairfax County Public Schools - Other - High School basketball coach - Not Investment Related - McLean, VA - Start Date 11/01/2023 - 30 Hours Per Month/ 0 Hours During Trading

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