Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-27 |
Reach out to this advisor