Robert S. Burnstine
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 Samuel Burnstine, who also goes by Robert Burnstine, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1996. Robert had worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2017 - November 30, 2020
KOVITZ SECURITIES, LLC
June 7, 2017 - May 15, 2023
KOVITZ INVESTMENT GROUP PARTNERS, LLC
September 18, 2012 - April 4, 2017
FAIRPOINTE CAPITAL LLC
August 13, 2002 - March 7, 2011
HARRIS | OAKMARK
April 17, 2001 - March 7, 2011
HARRIS ASSOCIATES SECURITIES L.P.
November 26, 1996 - April 2, 1997
J.P. MORGAN SECURITIES INC.
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
KOVITZ SECURITIES, LLC
CRD#: 129878 / SEC#: , 8-66267
Contact information
Documents
Disclosures
| Regulatory Event | 2 |
Red Flags
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