Robert William Holzbach

Current Employers

Red Kennedy Financial

Littleton, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2006-02-14

MA RA
APPROVED

Since 2006-02-14

Branch Locations

Littleton, MA • 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
Al Wroblewski, Cfp	Cambridge	MA	07/2002	Present
H & R Block	Malden	MA	11/2002	Present

07/2002 → Present

Al Wroblewski, Cfp

Cambridge, MA
11/2002 → Present

H & R Block

Malden, MA

Previous Registrations

2003-01-01 → 2005-12-31

Al Wroblewski, Cfp

Cambridge, MA
2005-05-13 → 2005-12-31

Red Kennedy Financial

Winthrop, MA

Other Businesses

I DO CONTRACT WORK FOR AL WROBLEWSKI AND AM CURRENTLY REGISTERED AS HIS RIA REP. THE WORK I DO IS ONLY AS NEEDED AND AVERAGES BETWEEN TWO AND FOUR 40 HOUR WEEKS A YEAR. I CREATE EXCEL SPREAD SHEETS FOR AL WROBLEWSKI AND DO ANALYSIS AND RESEARCH FOR HIM AS WELL AS TAX PREPARATION FOR SOME OF HIS CLIENTS. AL WROBLEWSKI'S BUSINESS IS COMPLETELY SEPARATE FROM MY BUSINESS AS A SOLE PROPRIETOR AND HAS NO FINANCIAL OR ANY OTHER RELATHIOSHIP. AL WROBLEWSKI IS A RIA IN CAMBRIDGE, MA(186 HAMPSHIRE ST, CAMBRIDGE MA 02139) AND CONDUCTS A FEE-ONLY PRACTICE. HE DOES NOT SELL FINANCIAL PRODUCTS. Robert Holzbach is also a tax preparer where he will prepare federal and state tax returns. 0 hours a month are spent on this activity during trading hours. 15 hours a month are spent on this activity outside of trading hours. 15% of his yearly compensation comes from this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-12-20

S65 Uniform Investment Adviser Law Examination

2002-12-20

View on SEC IAPD