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Robert J. Holub

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CRD#: 1321893
RH

Professional summary


Robert Jay Holub was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Robert had worked at 5 firms, which includes ROUND HILL SECURITIES INC., VANGUARD CAPITAL, PRUDENTIAL EQUITY GROUP LLC, LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robb Holub

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 3, 1997 - October 30, 2002

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

December 9, 1993 - December 31, 1996

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
Past

July 12, 1991 - December 17, 1993

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

January 31, 1990 - July 16, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 9, 1985 - February 13, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 23, 1985 - September 20, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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: 3/2/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RH
ROUND HILL SECURITIES, INC.
ROUND HILL SECURITIES, INC. | WALL STREET FINANCIAL SERVICES

CRD#: 35223 / SEC#: , 8-46591

BD
Terminated by SEC on 08/22/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/29/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROUND HILL HOLDINGS, INC.OWNER
ANTONIADES, ADAM NICHOLASPRESIDENT/CEO/DIRECTOR2261744
DORN, DIANA GAYLESVP, CROP, CHIEF COMPLIANCE OFFICER1088981
EMFINGER, TERRY LEWISEXECUTIVE VICE PRESIDENT/SECRETARY/TREASURER/DIRECTOR2206745
LENHARDT, ARTHUR WILLIAMSENIOR VICE PRESIDENT, SROP306553
SBOTO, THOMAS JOSEPHEXECUTIVE VICE PRESIDENT1497190

Disclosures


Regulatory Event4
Arbitration4

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


ROUND HILL SECURITIES, INC.

CRD#: 35223

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