Robert S. Heilbronner
Professional summary
Robert Samuel Heilbronner is a registered financial professional currently at CV SECURITIES LLC located in Austin, Texas.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2003. Robert has worked at 4 firms and has passed the Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Samuel Heilbronner's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2026 - Present
CV SECURITIES LLC
March 28, 2008 - August 3, 2026
INTEGRIS SECURITIES, LLC
March 30, 2004 - February 21, 2008
HEADWATERS BD, LLC
August 15, 2003 - March 15, 2004
CADWEST CAPITAL ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CV SECURITIES LLC
CRD#: 323246 / SEC#: , 8-71038
Contact information
FINRA licenses (4 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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