Aldeen P. Robinson

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CRD#: 3251054

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.

Aldeen Patrice Robinson, who also goes by Deen Robinson, was a registered financial professional .

Aldeen is a previously registered financial professional and started their career in finance in 2001. Aldeen had worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.

Aliases

Deen 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.

1 - APR Associate - 1409 Buckingham Place, Stockbridge, GA Owner; Onboarding new prospects, establish accounts, anticipate and resolve account issues or concerns, money, movement, account transfers, preparation for representative to meet with clients including preparing reports, CRM data entry and maintaince. 17 hours per month but 0 during trading hours. 2 - Wyngate POA, Non-Investment Related, Conducted from 901 Durham Way, Stockbridge, GA 30281. The nature of the Outside Business Activity (OBA) is homeowner's association, my position in the organization is president, the duties of this position are manage the affairs of the HOA. Our HOA retains a management company to oversee the daily management of the community. 1/1/2019 was the start of the relationship with the other business and 7.5 hours are devoted to the other business per week and 30 of hours are devoted to the other business during securities trading hours per month.

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

January 3, 2025 - August 10, 2026

GLOBAL INVESTMENT ADVISORY

RIA

CRD#: 310305

MCDONOUGH, GA

Past

December 5, 2019 - August 10, 2026

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

MCDONOUGH, GA

Past

November 20, 2019 - April 14, 2026

CAPE SECURITIES INC.

CRD#: 7072

MCDONOUGH, GA

Past

November 20, 2019 - August 10, 2026

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

McDonough, GA

Past

June 26, 2019 - October 30, 2019

INVESTACORP ADVISORY SERVICES INC

RIA

CRD#: 109011

Atlanta, GA

Past

June 25, 2019 - October 30, 2019

INVESTACORP, INC.

CRD#: 7684

ATLANTA, GA

Past

May 8, 2018 - June 25, 2019

TRIAD ADVISORS LLC

RIA

CRD#: 25803

NORCROSS, GA

Past

May 7, 2018 - June 25, 2019

TRIAD ADVISORS LLC

CRD#: 25803

NORCROSS, GA

Past

April 7, 2014 - April 12, 2018

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

ATLANTA, GA

Past

July 27, 2012 - April 12, 2018

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

ATLANTA, GA

Past

March 30, 2011 - November 22, 2011

BISHOP, ROSEN & CO., INC.

CRD#: 1248

NEW YORK, NY

Past

January 25, 2006 - June 17, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

July 1, 2005 - June 17, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

January 7, 2004 - July 5, 2005

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

July 10, 2001 - July 30, 2003

BISHOP, ROSEN & CO., INC.

CRD#: 1248

NEW YORK, NY

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".

GLOBAL INVESTMENT ADVISORY

CAPE INVESTMENT ADVISORY | GLOBAL INVESTMENT ADVISORY LLC | GLOBAL INVESTMENT ADVISORY

CRD#: 310305 / SEC#: 801-131279

RIA

Registered Investment Advisory firm - (10/1/2024 Approved)

California

Registered Investment Advisory firm - (10/31/2024 Terminated)

Georgia

Registered Investment Advisory firm - (10/4/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (10/4/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 66

Date: 1/17/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 10/21/2024

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2001

General Securities Representative Examination

Current Firm

GLOBAL INVESTMENT ADVISORY

CAPE INVESTMENT ADVISORY | GLOBAL INVESTMENT ADVISORY LLC | GLOBAL INVESTMENT ADVISORY

CRD#: 310305 / SEC#: 801-131279

RIA

Registered Investment Advisory firm - (10/1/2024 Approved)

California

Registered Investment Advisory firm - (10/31/2024 Terminated)

Georgia

Registered Investment Advisory firm - (10/4/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (10/4/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2024 Terminated)

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Contact information

Main Address

1600 Pennsylvania Avenue, Mcdonough, GA 30253

Mailing Address

Phone number

(678) 583-1120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL INVESTMENT ADVISORY BROCHURE (12/12/2025)

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 21,484,490

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

Aldeen P. Robinson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPE INVESTMENT ADVISORY, INC.

CAPE SECURITIES INC.

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BISHOP, ROSEN & CO., INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST SECURITIES, INC.

BISHOP, ROSEN & CO., INC.

Primary Firm SEC Registration

GLOBAL INVESTMENT ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 1/17/2006

Series 63

Date: 12/3/2001

Series 99TO

Date: 10/21/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/9/2001

Current Firm

GLOBAL INVESTMENT ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL INVESTMENT ADVISORY

TRUST BUT VERIFY

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