Peter D. Robinson
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.
Peter Dart Robinson, who also goes by Peter D Robinson, was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 1968. Peter had worked at 10 firms and has passed the SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 25, 2011 - February 20, 2017
VALMARK ADVISERS, INC.
October 25, 2011 - February 20, 2017
VALMARK SECURITIES, INC.
June 23, 2010 - November 1, 2011
SECURIAN FINANCIAL SERVICES, INC.
October 1, 2001 - November 1, 2011
SECURIAN FINANCIAL SERVICES, INC.
May 19, 1986 - December 8, 1986
INVESTORS BROKERAGE SERVICES, INC.
June 28, 1985 - September 28, 2001
CENTENNIAL FINANCIAL SERVICES, INC.
June 25, 1984 - July 3, 1985
MUTUAL SERVICE CORPORATION
June 19, 1983 - April 30, 1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
May 14, 1970 - August 6, 1984
MONY SECURITIES CORPORATION
June 16, 1969 - January 21, 1976
FINANCIAL SERVICE CORPORATION OF AMERICA
November 14, 1968 - August 6, 1984
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
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 1
Date: 9/26/1968
Registered Representative ExaminationCurrent Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
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.
