Eric Dennis Boldger

Current Employers

Employment History

• 01/2016 → 05/2020
  Robert W. Baird
  Milwaukee, WI
• 05/2020 → 08/2020
  Unemployed
  Milwaukee, WI
• 10/2020 → 07/2022
  Sheridan Road Advisors Llc (Dba: Sheridan Road)
  Milwaukee, WI
• 10/2020 → 07/2022
  Lpl Financial, Llc
  Milwaukee, WI
• 07/2022 → 12/2023
  Ifp Securities Llc
  Tampa, FL
• 07/2022 → 12/2023
  Independent Financial Partners
  Tampa, FL
• 06/2024 → Present
  Hub International
  Mequon, WI
• 12/2024 → Present
  Lpl Financial Llc
  Mequon, WI
• 01/2024 → 06/2024
  Unemployed
  Wauwatosa, WI
• 12/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2022-07-01 → 2024-01-10
  Independent Financial Partners
  Wauwatosa, WI
  Tampa, FL
• 2020-10-06 → 2022-07-07
  Sheridan Road Advisors, Llc, A Hub International Company
  Milwaukee, WI
  Northbrook, IL
• 2017-10-10 → 2020-05-29
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1)06/17/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2024 2)06/17/2024 - Lyft Rideshare Service - Driver - Non-Inv Rel - Wauwatosa, WI - Start: 05/2022 - 2 Hr/Mth 3) 12/18/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 06/03/2024 - 8 Hrs/Mth - 160 Hrs During Trading 4) 12/18/2024 - GLOBAL RETIREMENT PARTNERS - Investment related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 06/03/2024 - 160 Hrs/Mth - 8 Hrs During Trading. I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 6/2024. 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.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06

Other Names

• Eric D Boldger