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RS

Robert C. Shaver

THE LEADERS GROUP
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 1775722
RS

Professional summary


Robert Charles Shaver II, who also goes by Robert Charles Shaver, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 15 firms and has passed the Series 63, Series 6TO, SIE, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Charles Shaver

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 Robert Charles Shaver II'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

June 13, 2023 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

July 17, 2020 - December 31, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Buffalo, NY
Past

January 7, 2016 - July 17, 2020

INVESTACORP, INC.

BD
CRD#: 7684
Buffalo, NY
Past

February 10, 2015 - December 31, 2015

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
FARMINGTON, CT
Past

January 3, 2013 - January 6, 2015

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

July 27, 2006 - July 5, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
BUFFALO, NY
Past

January 4, 2002 - July 27, 2006

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BUFFALO, NY
Past

October 29, 2001 - January 3, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
AMHERST, NY
Past

May 5, 1998 - December 31, 2001

SAPERSTON ASSET MANAGEMENT, INC.

BD
CRD#: 44379
HAMBURG, NY
Past

October 22, 1997 - July 14, 1998

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
Past

October 7, 1997 - July 14, 1998

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

January 22, 1997 - October 16, 1997

SAPERSTON FINANCIAL INC.

BD
CRD#: 27863
BUFFALO, NY
Past

March 23, 1993 - January 17, 1997

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

August 21, 1991 - January 30, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

November 1, 1989 - December 19, 1990

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

February 24, 1988 - December 20, 1988

ANDREW ALEN SECURITIES, INC.

BD
CRD#: 13839

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
California
(6/13/2023)
RR
Florida
(6/13/2023)
RR
New York
(6/13/2023)
RR
Wisconsin
(6/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/29/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# 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#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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