Robert A. Isbitts

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CRD#: 2312302

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 Alan Isbitts was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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

September 16, 2021 - November 1, 2021

TACTIVE ADVISORS, LLC

RIA

CRD#: 309311

Weston, FL

Past

December 21, 2011 - August 2, 2021

DYNAMIC

RIA

CRD#: 151367

PHOENIX, AZ

Past

June 16, 2011 - August 31, 2011

EMERALD ASSET ADVISORS LLC

RIA

CRD#: 107935

WESTON, FL

Past

March 18, 2011 - December 31, 2011

CWM, LLC

RIA

CRD#: 155344

WESTON, FL

Past

April 3, 2008 - January 12, 2011

EMERALD ALLOCATION STRATEGIES, LLC

RIA

CRD#: 145770

WESTON, FL

Past

November 22, 2005 - January 12, 2011

EMERALD ASSET ADVISORS LLC

RIA

CRD#: 107935

WESTON, FL

Past

October 30, 2000 - December 31, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

RIA

CRD#: 40655

WESTON, FL

Past

October 23, 1998 - December 31, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

January 25, 1995 - October 15, 1998

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

September 2, 1993 - February 1, 1995

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

January 20, 1993 - March 8, 1993

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

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".

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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.

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: 10/18/1993

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

Series 7

Date: 1/18/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/3/1999

General Securities Principal Examination

Current Firm

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(855) 282-2848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TACTIVE ADVISORS, LLC - ADV PART 2 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	2,671
AUM (Assets Under Management)	$ 456,874,649

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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Advisor Monitoring

Firm Stability Insights

Robert A. Isbitts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DYNAMIC

EMERALD ASSET ADVISORS LLC

CWM, LLC

EMERALD ALLOCATION STRATEGIES, LLC

EMERALD ASSET ADVISORS LLC

LOCKWOOD FINANCIAL SERVICES, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

PERSHING LLC

MORGAN STANLEY & CO. LLC

QUEST CAPITAL STRATEGIES, INC.

Primary Firm SEC Registration

TACTIVE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/1993

Series 63

Date: 2/8/1993

Series 7

Date: 1/18/1993

Series 24

Date: 5/3/1999

Current Firm

TACTIVE ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TACTIVE ADVISORS, LLC

TRUST BUT VERIFY

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