ER
Edwin L. Robins
JT STRATFORD
WINSTON-SALEM, NC 27103
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CRD#: 1467158
ER
Professional summary
Edwin Leonard Robins, who also goes by Ed Robins, Edwin Leonard Robins, is a registered financial advisor currently at JT STRATFORD, LLC located in Winston-salem, North Carolina.
Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Edwin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Robins | Edwin Leonard Robins
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.
1) DURHAM COCA COLA BOTTLING CO.; NON-INVESTMENT RELATED; DURHAM, NC; COKE BOTTLING COMPANY; BOARD MEMBER; 2000; 3 BOARD MEETINGS A YEAR, 5 HRS EACH; THE 3 BOARD MEETINGS; COMPENSATION-YES, PER BOARD MEETING; ATTEND BOARD MEETINGS. 2) CRD PROPERTIES, LLC; NOT INVESTMENT-RELATED; WINSTON-SALEM, NC; RENTAL PROPERTY; PARTNER/OWNER; 12/1999; 4 HRS/MONTH; 0 HRS. DURING TRADING HOURS; PROPERTY MANAGEMENT AND BOOKKEEPING. 3) St. Paul's Episcopal Church, Is Not Investment Related, Church, Committee Member, 2021-07-01, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Discussion allocation of endowment fund income to community non-profit organizations. No control of investments or securities and not an investment client. 4) Colhoun, Robins, Davenport & Co,LLC; investment related; Winston-Salem,NC; financial planning, insurance, investments; partner; 1/1999; 120 hrs/month; 5 hrs during trading; perform financial planning, manage investment assets, assist w/ life insurance needs.
CRS (Client Relationship Summary) - RIA
Click below to view Edwin Leonard Robins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 26, 2015 - Present
JT STRATFORD, LLC
Office #1: 505 Olive Street, Winston-salem, NC 27103RIA
CRD#: 155629
WINSTON-SALEM, NC
Past
August 11, 2021 - December 31, 2021
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
Winston-Salem, NC
Past
February 8, 2007 - June 26, 2015
COLHOUN, ROBINS, DAVENPORT & CO., LLC
RIA
CRD#: 117825
WINSTON-SALEM, NC
Past
January 4, 1999 - August 12, 2021
TRIAD ADVISORS LLC
BD
CRD#: 25803
WINSTON-SALEM, NC
Past
May 16, 1986 - January 26, 1999
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
March 17, 1986 - May 27, 1986
PILOT FINANCIAL SERVICES, INC.
BD
CRD#: 7838
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JS
JT STRATFORD, LLC
ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC
CRD#: 155629 / SEC#: 801-101474
RIA
Registered Investment Advisory firm - (7/22/2015 Approved)Florida
Registered Investment Advisory firm - (9/8/2015 Terminated)Georgia
Registered Investment Advisory firm - (9/15/2015 Terminated)North Carolina
Registered Investment Advisory firm - (9/8/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(7/24/2015)
IAR
North Carolina(6/26/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JS
JT STRATFORD, LLC
ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC
CRD#: 155629 / SEC#: 801-101474
RIA
Registered Investment Advisory firm - (7/22/2015 Approved)Florida
Registered Investment Advisory firm - (9/8/2015 Terminated)Georgia
Registered Investment Advisory firm - (9/15/2015 Terminated)North Carolina
Registered Investment Advisory firm - (9/8/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
311 Green Street Suite 100, Gainesville, GA 30501
Mailing Address
P.o. Box 5966, Gainesville, GA 30504
Phone number
(770) 534-6046
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,552 |
| AUM (Assets Under Management) | $ 814,917,678 |
Red Flags
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Company Information
JT STRATFORD, LLC
CRD#: 155629Winston-salem, NC 27103TRUST BUT VERIFY
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Contact information
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