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Elbert O'neal Robinson Jr.

PENDULUM SECURITIES
BEVERLY HILLS, CA
·CRD# 3104890·28 years experience

Professional Summary

Elbert O'neal Robinson JR., who also goes by Elbert O Robinson, Elbert O. Robinson Jr., Elbert Oneal Robinson Jr, Robbi Robinson, Robbie Robinson, is a registered financial advisor currently at PENDULUM SECURITIES, LLC located in Beverly Hills, California. Elbert is registered as a RR (Registered Representative) and started their career in finance in 1998. Elbert has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 62...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Elbert O Robinson, Elbert O. Robinson Jr., Elbert Oneal Robinson Jr, Robbi Robinson, Robbie Robinson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

28 years in the financial services industry

Current & Past Employments

PENDULUM SECURITIES, LLC·CRD# 312642
BD
1. 345 North Maple Drive, Suite 160, Beverly Hills, CA 902102. 345 North Maple Drive Suite 160, Beverly Hills, CA 90210
January 10, 2022 - Present
BDT & MSD PARTNERS, LLC·CRD# 150459
BD
Beverly Hills, CA
February 27, 2018 - February 18, 2020
BDT & MSD PARTNERS, LLC·CRD# 150459
BD
Chicago, IL
October 14, 2009 - February 2, 2017
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
July 31, 2006 - February 25, 2009
WELLS FARGO SECURITIES, LLC·CRD# 126292
BD
Charlotte, NC
January 21, 2005 - July 20, 2006
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
August 31, 1998 - February 13, 2004

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Current Firm

PS
PENDULUM SECURITIES, LLC

PENDULUM SECURITIES, LLC

CRD#: 312642 / SEC#: 8-70705
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

345 North Maple Drive Suite 160, Beverly Hills, CA 90210

Mailing Address

345 North Maple Drive Suite 160, Beverly Hills, CA 90210

Phone Number

(424) 421-6040

Established

Delaware since 12/18/2020

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (36 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PENDULUM HOLDINGS, LLCSOLE MEMBER—
CASTILLO, MARYELLEN ELIZABETHCCO5357068
KIM, KRIS DAEWONFINOP6347327
ROBINSON, ELBERT O'NEAL JR.CEO3104890

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(2/7/2022)
RR
Arkansas
(2/24/2023)
RR
California
(1/26/2022)
RR
Colorado
(2/16/2022)
RR
Connecticut
(2/25/2022)
RR
Delaware
(4/11/2022)
RR
District of Columbia
(5/3/2022)
RR
Florida
(6/7/2022)
RR
Georgia
(2/21/2022)
RR
Hawaii
(3/10/2022)
RR
Illinois
(5/23/2022)
RR
Indiana
(5/6/2022)
RR
Kansas
(2/21/2022)
RR
Louisiana
(2/2/2022)
RR
Maryland
(2/15/2022)
RR
Massachusetts
(5/31/2022)
RR
Michigan
(3/2/2022)
RR
Minnesota
(4/20/2022)
RR
Missouri
(4/18/2022)
RR
Montana
(2/21/2023)
RR
Nevada
(1/31/2022)
RR
New Jersey
(3/28/2022)
RR
New York
(2/11/2022)
RR
North Carolina
(2/1/2022)
RR
Ohio
(2/15/2022)
RR
Oklahoma
(1/10/2023)
RR
Oregon
(2/28/2022)
RR
Pennsylvania
(2/7/2022)
RR
South Carolina
(3/25/2022)
RR
Tennessee
(3/23/2022)
RR
Texas
(3/2/2022)
RR
Utah
(4/4/2023)
RR
Virginia
(3/22/2022)
RR
Washington
(2/14/2022)
RR
Wisconsin
(3/3/2022)
RR
Wyoming
(2/22/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2000About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Oct 2021About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2000About the Series 7 exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Aug 1998

Series 24 — General Securities Principal Examination

Passed Apr 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Elbert O'neal Robinson JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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