Inactive

Joan Lawlor O'LEary

Global Retirement Partners LLC

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Current Employers

Global Retirement Partners Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-12-21

MA RA
APPROVED

Since 2023-12-21

Branch Locations

687 Highland Ave., Suite 11-12, Needham, MA 02494-2232 • 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
Global Retirement Partners, Llc	San Rafael	CA	07/2023	Present
Eagle Retirement & Financial Advisors, Llc	Needham	MA	09/2022	Present
Corbco Retirement Group	Needham	MA	09/2022	Present
John Hancock	Boston	MA	11/2018	08/2022
John Hancock	Boston	MA	03/2015	11/2018

07/2023 → Present

Global Retirement Partners, Llc

San Rafael, CA
09/2022 → Present

Eagle Retirement & Financial Advisors, Llc

Needham, MA
09/2022 → Present

Corbco Retirement Group

Needham, MA
11/2018 → 08/2022

John Hancock

Boston, MA
03/2015 → 11/2018

John Hancock

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-17

S65 Uniform Investment Adviser Law Examination

2023-10-17

View on SEC IAPD

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