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Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-05-03
  • MA RA
    APPROVED
    Since 2017-05-03

Branch Locations

687 Highland Ave. Suite 11-12, Needham, MA 02494 • 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
OrganizationCityStateFromTo
Corbco Inc Boston MA 01/1990 Present
Princor Financial Services Corporation Boston MA 05/2002 04/2017
Lpl Financial, Llc Needham MA 04/2017 Present
Global Retirement Partners, Llc Needham CA 04/2017 Present
  • 01/1990 → Present
    Corbco Inc
    Boston, MA
  • 05/2002 → 04/2017
    Princor Financial Services Corporation
    Boston, MA
  • 04/2017 → Present
    Lpl Financial, Llc
    Needham, MA
  • 04/2017 → Present
    Needham, CA
Previous Registrations
Other Businesses

1. 04/24/2017 - EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ NEEDHAM, MA 2. 04/24/2017 - CORBCO INC/ THIRD PARTY ADMINISTRATOR (TPA)/ 4%/ NEEDHAM, MA 3. 04/24/2017 - 687 HIGHLAND AVE LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 1%/ NEEDHAM, MA 4. 04/24/2017 - DAVID HOJLO/ NON-VARIABLE INSURANCE/ 8%/ NEEDHAM, MA. 5. 4/25/2017 - Eagle Retirement and Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 6. 4/25/2017 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/1/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 4/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-02
S63 Uniform Securities Agent State Law Examination 1986-05-27
  • S65 Uniform Investment Adviser Law Examination
    2005-11-02
  • S63 Uniform Securities Agent State Law Examination
    1986-05-27
Other Names
  • David L Hojlo

View on SEC IAPD

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