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Robert E. Edwards

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CRD#: 1332161
RE

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 Earl Edwards was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 8, 2003 - December 15, 2015

U.S. BROKERAGE, INC.

BD
CRD#: 39307
SARASOTA, FL
Past

April 18, 2002 - December 17, 2002

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

January 5, 1999 - May 30, 2002

KC MAY SECURITIES CORP.

BD
CRD#: 17833
NEW YORK, NY
Past

May 14, 1996 - May 1, 1998

KASHNER DAVIDSON SECURITIES CORPORATION

BD
CRD#: 5319
SARASOTA, FL
Past

September 20, 1991 - April 15, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 15, 1989 - September 20, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 30, 1989 - December 4, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 18, 1987 - November 9, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

April 15, 1985 - February 27, 1987

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
Past

March 25, 1985 - April 24, 1985

CIBC WOOD GUNDY SECURITIES CORP.

BD
CRD#: 3801

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: 11/3/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


UB
U.S. BROKERAGE, INC.
U.S. BROKERAGE, INC. | U.S. DISCOUNT BROKERAGE, INC.

CRD#: 39307 / SEC#: , 8-48635

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
17 E Kossuth St, Columbus, OH 43206
Mailing Address
17 E Kossuth St, Columbus, OH 43206
Phone number
(614) 448-3200
Established
Ohio since 08/28/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RANDALL, GREGORY ALLENSECRETARY, ROSFP2196226
RANDALL, GREGORY ALLENCHIEF COMPLIANCE OFFICER2196226
KLIMER, NORBERT CHRISTOPHERINVESTOR2803328
RANDALL, RONALD DALEDIRECTOR2660423
MASTERS, KEVIN CRAWFORDFINOP/PFO/POO2730013

Disclosures


Regulatory Event2
Arbitration1

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


U.S. BROKERAGE, INC.

CRD#: 39307

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