Charles William Hoilman

Current Employers

Mha Financial Corp

55A E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2019-04-23
MA	RA	APPROVED	2019-04-18
TX	RA	APPROVED	2019-01-08

FL RA
APPROVED

Since 2019-04-23
MA RA
APPROVED

Since 2019-04-18
TX RA
APPROVED

Since 2019-01-08

Branch Locations

Westwood, 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
Mha Financial Corp	Westwood	MA	05/1977	12/2018
M&A Counselors And Fiduciaries Llc	Woburn	MA	01/2000	Present
New Frontier Partners Llc	Westwood	MA	06/2009	Present
Mha Financial Corp	Westwood	MA	06/2005	Present
Four Points Capital Partners Llc	New York	NY	01/2019	Present

05/1977 → 12/2018

Mha Financial Corp

Westwood, MA
01/2000 → Present

M&A Counselors And Fiduciaries Llc

Woburn, MA
06/2009 → Present

New Frontier Partners Llc

Westwood, MA
06/2005 → Present

Mha Financial Corp

Westwood, MA
01/2019 → Present

Four Points Capital Partners Llc

New York, NY

Previous Registrations

2005-06-14 → 2018-12-31

Mha Financial Corp

Westwood, MA

Westwood, MA

New York, NY

Other Businesses

(1) MHA FINANCIAL CORP., WESTWOOD, MA; INVESTMENT RELATED; STARTED 5/1977; INVESTMENT ADVISOR REPRESENTATIVE; 8 HOURS/MONTH; 4 HOURS/MONTH DURING TRADING. (2) FOUR POINTS INSURANCE AGENCY LLC, NEW YORK, NY; INVESTMENT RELATED; STARTED 1/2019; AGENT; 1 HOUR/MONTH. (3) M&A COUNSELORS AND FIDUCIARIES LLC, WOBURN, MA; NON-INVESTMENT RELATED; STARTED 1/2000; ATTORNEY; 40 HOURS/MONTH; 20 HOURS/MONTH DURING TRADING. (4) NEW FRONTIER PARTNERS LLC, WESTWOOD, MA; NON-INVESTMENT RELATED; STARTED 6/2009; PARTNER; REAL ESTATE INVESTMENT, MANAGE PROPERTIES OWNED BY NFP; 4 HOURS/MONTH. (5) MITCHELL HOILMAN INSURANCE AGENCY, WESTWOOD, MA; INVESTMENT RELATED; STARTED 1/1993; INSURANCE RELATED PRODUCTS PREVIOUSLY VIA MHA FINANCIAL CORP THROUGH NETWORK ARRANGEMENT; 1 HOUR/MONTH. (6) SNOWY PINES TRADING LLC, WESTWOOD, MA; INVESTMENT RELATED; STARTED JUNE 2021; OWNER; TRADING/INVESTMENT ENTITY; 10 HOURS/WEEK DURING TRADING. (7) WILD BLUE INVESTMENTS iNC, PANAMA CITY, PANAMA; INVESTMENT RELATED; TBD-11/2021; OWNER; PURCHASE INCOME PROPERTIES IN PANAMA; 1 HOUR PER WEEK. (8) MASS MUTUAL INSURANCE CO, SPRINGFIELD, MA; INVESTMENT RELATED; TBD-11/2021; INDIVIDUAL BROKER CONTRACT; PLACEMENT OF LIFE INSURANCE CONTRACTS IN ILITS; 1 HOUR/WEEK. (9) SPRINGBOK PARTNERS LLC, WESTWOOD, MA; INVESTMENT RELATED, STARTED AUGUST 2025; MANAGER; PURCHASE AND MANAGE RENTAL PROPERTIES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-06-10
S63	Uniform Securities Agent State Law Examination	1981-09-17

S65 Uniform Investment Adviser Law Examination

2005-06-10
S63 Uniform Securities Agent State Law Examination

1981-09-17

Other Names

C William Hoilman
Bill Hoilman
C William Hoilman

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