John C. Robinson

BRIDGE CAPITAL ADVISORS

Houston, TX 77057

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CRD#: 2116630

Professional summary

John Charles Robinson, who also goes by John Charles Robinson, John Robinson, is a registered financial advisor currently at BRIDGE CAPITAL ADVISORS located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Charles Robinson | John Robinson

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) - RIA

Click below to view John Charles Robinson'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 14, 2022 - Present

BRIDGE CAPITAL ADVISORS

Office #1: 5718 Westheimer Rd, Suite 1000, Houston, TX 77057

RIA

CRD#: 317554

Houston, TX

Past

September 28, 2015 - June 14, 2018

PFM FUND DISTRIBUTORS, INC.

CRD#: 114474

AUSTIN, TX

Past

December 19, 2013 - December 31, 2014

RIVERROCK SECURITIES, LLC

CRD#: 153178

HOUSTON, TX

Past

August 11, 2011 - September 20, 2012

KIPLING JONES & CO., LTD.

CRD#: 144730

HOUSTON, TX

Past

April 5, 2005 - October 1, 2009

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ATLANTA, GA

Past

October 8, 2003 - April 29, 2005

IRON CAPITAL MARKETS, INC.

CRD#: 111866

CHICAGO, IL

Past

August 6, 2002 - July 22, 2003

STERNE, AGEE & LEACH, INC.

CRD#: 791

BIRMINGHAM, AL

Past

October 19, 2001 - June 19, 2002

THE MALACHI GROUP, INC.

CRD#: 42320

ATLANTA, GA

Past

March 7, 2001 - March 15, 2002

MUNICIPALTRADE.COM, INC.

CRD#: 47262

ATLANTA, GA

Past

December 7, 1998 - October 20, 1999

CYBERVEST SECURITIES INC.

CRD#: 40767

FT. LAUDERDALE, FL

Past

November 25, 1996 - November 29, 1996

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

July 12, 1996 - October 21, 1996

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

January 16, 1995 - March 25, 1996

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

December 4, 1992 - January 18, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

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".

BRIDGE CAPITAL ADVISORS

CRD#: 317554 / SEC#: 801-125879

RIA

Registered Investment Advisory firm - (6/14/2022 Approved)

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

Texas
(6/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/8/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/2/1994

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/30/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/15/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 4/23/2004

Municipal Securities Principal Examination

Current Firm

BRIDGE CAPITAL ADVISORS

CRD#: 317554 / SEC#: 801-125879

RIA

Registered Investment Advisory firm - (6/14/2022 Approved)

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Contact information

Main Address

5718 Westheimer Rd, Suite 1000, Houston, TX 77057

Mailing Address

Phone number

(281) 356-0193

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIDGE CAPITAL ADVISORS, LLC-BROCHURE (9/29/2025)

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 687,300,503

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.

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Firm Stability Insights

John C. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PFM FUND DISTRIBUTORS, INC.

RIVERROCK SECURITIES, LLC

KIPLING JONES & CO., LTD.

RAYMOND JAMES & ASSOCIATES, INC.

IRON CAPITAL MARKETS, INC.

STERNE, AGEE & LEACH, INC.

THE MALACHI GROUP, INC.

MUNICIPALTRADE.COM, INC.

CYBERVEST SECURITIES INC.

FIRST UNION CAPITAL MARKETS CORP.

TRUIST SECURITIES, INC.

WACHOVIA SECURITIES, INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

BRIDGE CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2022

Series 63

Date: 2/8/1993

SIE

Date: 6/14/2018

Series 3

Date: 8/2/1994

Series 7

Date: 11/30/1992

Series 24

Date: 11/15/2004

Series 53

Date: 4/23/2004

Current Firm

BRIDGE CAPITAL ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIDGE CAPITAL ADVISORS

TRUST BUT VERIFY

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