Robert L. Burrows
Professional summary
Robert Lee Burrows Jr, who also goes by Robert Lee Burrows Jr, Robert Lee Burrows, is a registered financial professional currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in Atlanta, Georgia.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 8 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Lee Burrows Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2019 - Present
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Office #1: 3050 Peachtree Road, Nw Suite 270 Two Buckhead Plaza, Atlanta, GA 30305December 16, 2011 - October 7, 2020
BSP SECURITIES, LLC
April 27, 2011 - January 3, 2012
BRIDGE CAPITAL ASSOCIATES, INC.
January 29, 2010 - April 25, 2011
EHCP CORPORATE FINANCE, LLC
December 21, 2005 - January 29, 2009
VCAP SECURITIES, LLC
November 14, 2005 - December 31, 2005
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED
June 1, 1999 - November 26, 2003
KEYBANC CAPITAL MARKETS INC.
December 18, 1984 - June 1, 1999
TRIDENT SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/17/2021)
(11/5/2020)
(11/5/2020)
(11/6/2020)
(6/27/2019)
(7/5/2019)
(11/6/2020)
(11/5/2020)
(11/5/2020)
(7/3/2019)
(11/2/2020)
(11/2/2020)
(9/20/2021)
(9/17/2021)
(11/5/2020)
(12/26/2024)
(11/5/2020)
(11/5/2020)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Nasdaq Stock Market
Current Firm
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
CRD#: 36155 / SEC#: 801-72427, 8-47035
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PT FINANCIAL COMPANIES, LLC | MANAGING MEMBER | |
| BERG, RICHARD SCOTT | BOARD MEMBER | 1077170 |
| BROWN, ERIC PAUL | PRESIDENT - INSTITUTIONAL GROUP / BOARD MEMBER | 4213450 |
| BURESH, ADAM COULTER | BOARD MEMBER | 5216617 |
| DOCHERTY, JENNIFER ANN | CORPORATE SECRETARY | 4587223 |
| DONOVAN, TRACI | GENERAL COUNSEL | 5694928 |
| GAZDA, RYAN M | CHIEF FINANCIAL OFFICER | 4230980 |
| GRAHAM, RICHARD WARWICK JR | PARTNER AND MANAGING DIRECTOR, BOARD MEMBER | 5836195 |
| JOHNSON, CRAIG STEPHEN | MANAGING DIRECTOR - TRADE DESK | 2339510 |
| JOHNSON, ZACHARY ROBERT | BOARD MEMBER | 5192352 |
| LEIBFRIED, BRIAN KEITH | MANAGING DIRECTOR, BOARD MEMBER | 4438951 |
| LOVE, KRISTIN M | CCO & COO | 4370951 |
| SALUTRIC, DAVID RAYMOND | HEAD OF CIA | 6146435 |
| SHAH, CHIRAG | CEO AND PRESIDENT / BOARD MEMBER | 4838599 |
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 301,689,867 |
Disclosures
| Regulatory Event | 8 |
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.
