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Robert K. Whitt

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CRD#: 1051793
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Kent Whitt, who also goes by Bob Whitt, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Whitt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 27, 2003 - September 12, 2012

GLOBALBRIDGE

RIA
CRD#: 111538
MINNEAPOLIS, MN
Past

June 19, 2002 - December 31, 2002

GLOBALBRIDGE

RIA
CRD#: 111538
MINNEAPOLIS, MN
Past

March 27, 1994 - May 31, 1995

ENERIC FINANCIAL SERVICES, INC.

BD
CRD#: 11761
FAIRFIELD, IA
Past

August 26, 1993 - March 31, 1994

FIRST VARIABLE CAPITAL SERVICES, INC.

BD
CRD#: 30007
BIRMINGHAM, AL
Past

December 10, 1985 - December 5, 1988

LEXINGTON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 8194
SCOTTSDALE, AZ
Past

July 23, 1982 - February 14, 1984

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/18/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


GL
GLOBALBRIDGE
GLOBALBRIDGE | GLOBALBRIDGE ADVISORS, INC. | GLOBALBRIDGE ADVISORS

CRD#: 111538 / SEC#: 801-60180

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Contact information


Main Address
903 Washington Ave S Suite 100, Minneapolis, MN 55415
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

GLOBALBRIDGE ADV II (2/12/2014)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLOBALBRIDGE

CRD#: 111538

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