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RP

Robert G. Pennington

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CRD#: 4860101
RP

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 Glenn Pennington, who also goes by Bob G Pennington, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2006. Robert had worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob G Pennington

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)


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

August 16, 2017 - July 1, 2019

CEDAR ROWE PARTNERS

RIA
CRD#: 108747
ATLANTA, GA
Past

September 15, 2015 - April 6, 2017

BIP WEALTH, LLC

RIA
CRD#: 143208
ATLANTA, GA
Past

January 17, 2014 - January 6, 2015

MONTAG

RIA
CRD#: 105756
ATLANTA, GA
Past

June 5, 2006 - February 13, 2014

WILLIS INVESTMENT COUNSEL INC

RIA
CRD#: 111042
GAINESVILLE, GA

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/2006
Uniform Investment Adviser Law Examination

Current Firm


CR
CEDAR ROWE PARTNERS
CEDAR ROWE PARTNERS | DCA GLOBAL INVESTMENT MANAGEMENT | DAVID COOK & ASSOCIATES, INC. | COOK DAVID & ASSOCIATES INC

CRD#: 108747 / SEC#: 801-32023

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Contact information


Main Address
Five Concourse Parkway Suite 2950, Atlanta, GA 30328
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CEDAR ROWE PARTNERS FORM ADV PART 2A - MARCH 2019 (3/21/2019)

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


CEDAR ROWE PARTNERS

CRD#: 108747

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