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KR

Karl E. Robinson

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CRD#: 1221298
KR

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.

Karl Edward Robinson, who also goes by Karl E Robinson, was a registered financial professional .

Karl is a previously registered financial professional and started their career in finance in 1987. Karl had worked at 7 firms and has passed the Series 63, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karl E Robinson

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

January 1, 2009 - November 8, 2012

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
SEATTLE, WA
Past

September 22, 2005 - December 14, 2006

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
SEATTLE, WA
Past

February 23, 2004 - January 3, 2005

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
KANSAS CITY, MO
Past

December 23, 1997 - December 31, 2002

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

October 23, 1997 - December 23, 1997

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

June 6, 1996 - April 14, 1997

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
RENTON, WA
Past

April 3, 1991 - April 1, 1996

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
RENTON, WA
Past

December 24, 1987 - August 23, 1990

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

September 11, 1987 - May 29, 1990

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI

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
RR
Series 63
Date: 11/20/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SIGNATOR FINANCIAL SERVICES, INC.
PNMR SECURITIES, INC. | SYMETRA INVESTMENT SERVICES, INC. | SIS FINANCIAL & INSURANCE SERVICES | SIGNATOR FINANCIAL SERVICES, INC. | SAFECO INVESTMENT SERVICES, INC.

CRD#: 19061 / SEC#: 801-66750, 8-37112

BD
Terminated by SEC on 02/15/2016
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Contact information


Main Address
197 Clarendon Street C-08-05, Boston, MA 02116
Mailing Address
Phone number
Established
Washington since 11/05/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SIGNATOR FINANCIAL SERVICES ADVISORY WRAP FEE DISCLOSURE DOCUMENT (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
JOHN HANCOCK FINANCIAL NETWORK, INC.PARENT COMPANY
ABERIZK, EMIL JOSEPH JRDIRECTOR1049525
ARMSTRONG, ABIGAIL MARIESECRETARY/CLERK & COUNSEL1239945
CLARK, JEFFREY STEPHENVICE PRESIDENT, DIRECTOR OF FINANCE, FINANCIAL PRINCIPAL4974902
HEAPPS, BRIAN BASILDIRECTOR1666475
HORACK, THOMAS JOSEPHCHIEF COMPLIANCE OFFICER861315
K VD HAGEN, HALINADIRECTOR6582303
KARMAN, MITCHELL ANDREWDIRECTOR2837307
MARYANOPOLIS, CHRISTOPHERPRESIDENT3041077
REBMAN, JILL DENISEDIRECTOR6520386
RIGATTI, MATTHEW FORRESTDIRECTOR2461646
RISPOLI, FRANK JOSEPHDIRECTOR4364402
SUMINSKI, JOHN WILLIAMDIRECTOR6009337
TETA, ANTHONY MAURICEDIRECTOR4617856

Disclosures


Regulatory Event2

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


SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

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