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RM

Robert T. Milley

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CRD#: 1607431
RM

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 Theodore Milley II was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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

February 27, 2001 - December 31, 2002

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

January 26, 1999 - December 31, 2000

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

January 2, 1998 - January 4, 1999

CPA ADVISORS NETWORK, INC.

BD
CRD#: 10880
PROVIDENCE, RI
Past

January 11, 1994 - January 1, 1998

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 10, 1992 - January 24, 1994

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

June 28, 1990 - January 13, 1992

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

April 9, 1987 - May 1, 1990

PINEBRIDGE SECURITIES LLC

BD
CRD#: 5967
NEW YORK, NY

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: 11/22/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CA
CINCINNATI ANALYSTS, INC.
CAPITAL ANALYSTS INCORPORATED | PACIFIC SOUTHWEST FINANCIAL AND INSURANCE SERVICES | KISTLER TIFFANY COMPANIES | GRAYHILL LTD. | FINANCIAL ADVISORY ASSOCIATES | CINCINNATI ANALYSTS, INC. | CINCINNATI ANALYSTS, INC | CAPITAL ANALYSTS, INCORPORATED | CAPITAL ANALYSTS OF TENNESSEE INC. | CAPITAL ANALYSTS OF NEW ENGLAND, INC.

CRD#: 5478 / SEC#: 801-9678, 8-13791

BD
Terminated by SEC on 09/29/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/29/1968
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2012 (3/29/2012)

Direct owners and executive officers


NamePositionCRD#
COLUMBUS LIFE INSURANCE COMPANYOWNER
MADSEN, KENNETH ANTHONYCHIEF COMPLIANCE OFFICER1126819
MCGRUDER, JILL TRIPPCEO1221720
WIEDENHEFT, TERRIE ANNCFO2619213

Disclosures


Regulatory Event7
Civil Event1
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


CINCINNATI ANALYSTS, INC.

CRD#: 5478

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