Todd K. Sink

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CRD#: 4635245

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Keith Sink, AIF®, CFP®, ChFC® was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 2003. Todd had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

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. 12/03/2015 - Garnett Retirement Group - INV REL - 601 93rd Avenue North, St. Petersburg, FL 33702 - DBA for LPL Business (entity for LPL business) - START 04/01/2015 - 800 HOURS PER MONTH, 8 DURING TRADING 2. 3/4/2019 - Global Retirement Partners - DBA: (Hybrid) Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/21/2019 - 5 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 02/2019. I expect to spend approximately 5 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. 3. 12/27/2020 - GLOBAL RETIREMENT PARTNERS, LLC - DBA: (Hybrid) Garnett Retirement Group a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/21/2019 - 160 Hours Per Month During Securities Trading. 4. 1/12/2021 - Garnett Retirement Group a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2015 - 160 Hours Per Month During Securities Trading. 5. 1/12/2021 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 12/31/2020 - 160 Hours Per Month During Securities Trading - HUB International is buying practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 6. 4/15/2021 - 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. 5/7/2021 - 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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2006

ChFC^®

Chartered Financial Consultant

Experience

Past

November 12, 2021 - May 3, 2024

HUB INTERNATIONAL INVESTMENT SERVICES INC.

CRD#: 150252

KANSAS CITY, MO

Past

February 15, 2019 - May 3, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Mooresville, NC

Past

May 12, 2015 - February 15, 2019

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

ST. PETERSBURG, FL

Past

May 5, 2015 - May 16, 2024

LPL FINANCIAL LLC

CRD#: 6413

MOORESVILLE, NC

Past

January 16, 2014 - March 10, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

FT. MYERS, FL

Past

January 13, 2014 - March 10, 2015

LPL FINANCIAL LLC

CRD#: 6413

FT. MYERS, FL

Past

January 9, 2009 - December 31, 2013

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

TAMPA, FL

Past

October 17, 2007 - January 6, 2009

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

TAMPA, FL

Past

September 17, 2007 - December 31, 2013

PRINCIPAL SECURITIES, INC.

CRD#: 1137

TAMPA, FL

Past

December 15, 2006 - August 7, 2007

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

CHARLOTTE, NC

Past

March 2, 2004 - August 7, 2007

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

March 25, 2003 - December 31, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/1/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/22/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUB INTERNATIONAL INVESTMENT SERVICES INC.

HUB INTERNATIONAL INVESTMENT SERVICES INC. | HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

CRD#: 150252 / SEC#: , 8-68237

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

9200 Ward Parkway, Suite 500 Suite B60, San Rafael, CA 94903

Mailing Address

9200 Ward Parkway, Suite 500, Kansas City, MO 64114

Phone number

(914) 343-6705

Established

Delaware since 12/12/2007

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (2 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
RPW HOLDINGS, LLC	SOLE OWNER
DEVRIES, KENNETH SCOTT	CHIEF ACCOUNTING OFFICER	6435109
HAUPTMANN, SCOTT CHRISTOPHER	PRESIDENT	4773447
LIEBOWITZ, MARIANE ASHLEY	INTERIM CHIEF COMPLIANCE OFFICER	4532268
VALLOW, RONALD E	FINOP, POO, PFO	4948582

Red Flags

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.

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Firm Stability Insights

Todd K. Sink

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2014

Series 63

Date: 4/12/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2005

Series 6

Date: 3/22/2003

Current Firm

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

HUB INTERNATIONAL INVESTMENT SERVICES INC.

TRUST BUT VERIFY

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