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ER

Elbert O. Robinson

PENDULUM SECURITIES
Beverly Hills, CA 90210
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CRD#: 3104890
ER

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 professional 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 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elbert O Robinson | Elbert O. Robinson Jr. | Elbert Oneal Robinson Jr | Robbi Robinson | Robbie 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) - BD


Click below to view Elbert O'neal Robinson JR.'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

January 10, 2022 - Present

PENDULUM SECURITIES, LLC

Office #1: 345 North Maple Drive, Suite 160, Beverly Hills, CA 90210Office #2: 345 North Maple Drive Suite 160, Beverly Hills, CA 90210
BD
CRD#: 312642
Beverly Hills, CA
Past

February 27, 2018 - February 18, 2020

BDT & MSD PARTNERS, LLC

BD
CRD#: 150459
Beverly Hills, CA
Past

October 14, 2009 - February 2, 2017

BDT & MSD PARTNERS, LLC

BD
CRD#: 150459
CHICAGO, IL
Past

July 31, 2006 - February 25, 2009

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

January 21, 2005 - July 20, 2006

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

August 31, 1998 - February 13, 2004

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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


State Security Law Exam
RR
Series 63
Date: 9/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/13/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 8/29/1998
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PENDULUM HOLDINGS, LLCSOLE MEMBER
ATTANASIO, ELIZABETH MARIEFINOP5325007
ROBINSON, ELBERT O'NEAL JR.CEO3104890
SCOTT, KRISTIN HARRISON MS.CCO4714519

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.

Company Information


PENDULUM SECURITIES, LLC

CRD#: 312642Beverly Hills, CA 90210

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