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Paul M Robinson

PMA SECURITIES
Lancaster, PA
·CRD# 5447641·18 years experience

Professional Summary

Paul M Robinson is a registered financial advisor currently at PMA SECURITIES, LLC located in Lancaster, Pennsylvania. Paul is registered as a RR (Registered Representative) and started their career in finance in 2008. Paul has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

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Disclosures on record.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

PMA SECURITIES, LLC·CRD# 30397
BD
2101 Oregon Pike Suite 200, Lancaster, PA 17601
August 12, 2026 - Present
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Harrisburg, PA
October 1, 2024 - September 1, 2026
PFM FUND DISTRIBUTORS, INC.·CRD# 114474
BD
Harrisburg, PA
May 19, 2008 - October 1, 2024

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Current Firm

PS
PMA SECURITIES, LLC

ENGLISH CONCEPTS, INC. | PMA SECURITIES, LLC | PMA SECURITIES, INC.

CRD#: 30397 / SEC#: 8-44905
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

2135 Citygate Lane 7th Floor, Naperville, IL 60563

Mailing Address

2135 Citygate Lane 7th Floor, Naperville, IL 60563

Phone Number

(630) 657-6400

Established

Illinois since 03/26/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (23 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
PMA ACQUISITION, LLCMEMBER—
KUBITZ, GREGORY ALLEN JRCHIEF EXECUTIVE OFFICER5086051
MARTENS, JONATHAN RAYFINANCIAL AND OPERATIONS PRINCIPAL4593466
RAGUS, LORI ANNGENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/SECRETARY5754738

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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
Pennsylvania
(8/12/2026)

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 Mar 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2008About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Paul M Robinson's CRS (Customer Relationship Summary).

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