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GR

Glenn A. Robinson Iii

VICTORY CAPITAL SERVICES
Avon Lake, OH
Some features on this profile are disabled
CRD#: 1533100
GR

Professional summary

Glenn A Robinson Iii, who also goes by Glenn Albert Robinson III, Glenn III,gl Robinson, Robbie Robinson, Glenn Iii,gl Robinson Iii, is a registered financial professional currently at VICTORY CAPITAL SERVICES, INC. located in Avon Lake, Ohio.

Glenn is registered as a RR (Registered Representative) and started their career in finance in 1993. Glenn has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Glenn Albert Robinson Iii | Glenn Iii,gl Robinson | Robbie Robinson | Glenn Iii,gl Robinson Iii

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) - BD

Click below to view Glenn A Robinson Iii's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 3, 2016 - Present

VICTORY CAPITAL SERVICES, INC.

BD
CRD#: 37059
Avon Lake, OH
Past

June 2, 2014 - August 11, 2016

RS FUNDS DISTRIBUTOR LLC

BD
CRD#: 165753
SAN FRANCISCO, CA
Past

February 26, 2009 - June 2, 2014

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

March 6, 2007 - February 19, 2009

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

July 22, 2005 - March 14, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HUNTSVILLE, AL
Past

July 22, 2005 - March 14, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HUNTSVILLE, AL
Past

February 28, 2002 - August 5, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
HUNTSVILLE, AL
Past

December 11, 2001 - August 5, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 8, 1993 - December 14, 2001

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/3/2016)
RR
Georgia
(8/3/2016)
RR
Mississippi
(8/3/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/12/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/6/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/1/2013
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VC
VICTORY CAPITAL SERVICES, INC.
CHS INVESTMENT SERVICES, INC. | VICTORY INCOME INVESTORS | VICTORY FUNDS | VICTORY CAPITAL SERVICES, INC. | VICTORY CAPITAL ADVISERS, INC. | TRIVALENT INVESTMENTS | THE ONE GROUP SERVICES COMPANY | SYCAMORE CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | ONE GROUP SERVICES COMPANY (THE) | OGSC DISTRIBUTOR, INC. | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | INTEGRITY ASSET MANAGEMENT

CRD#: 37059 / SEC#: , 8-47577

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

Main Address
4900 Tiedeman Road 4th Floor, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road 4th Floor, Brooklyn, OH 44144
Phone number
(216) 898-2400
Established
Delaware since 06/03/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 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#
VICTORY CAPITAL OPERATING, LLCSOLE SHAREHOLDER
INKS, DONALD ANTHONYCHIEF OPERATIONS OFFICER2311245
MATHES, CHARLES BCHIEF COMPLIANCE OFFICER5980160
POLICARPO, MICHAEL DENNIS IIPRESIDENT4316912
PONTE, CHRISTOPHER ANTONICFO/FINOP5968469

Disclosures

Regulatory Event1

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

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059Avon Lake, OH

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