Joseph L. 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.
Joseph Lewis Robinson II, who also goes by Joseph Lewis Robinson, Joseph Robinson, Joe Robinson, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 2012. Joseph had worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 79, Series 28 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 21, 2023 - October 30, 2024
BIRCH LAKE PARTNERS, LP
November 6, 2018 - April 26, 2023
LINCOLN INTERNATIONAL LLC
April 21, 2015 - November 2, 2018
HOULIHAN LOKEY CAPITAL, INC.
August 14, 2012 - March 27, 2015
WILLIAM BLAIR
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 7TO
Date: 8/2/2023
General Securities Representative ExaminationSeries 28
Date: 12/29/2023
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
BIRCH LAKE PARTNERS, LP
CRD#: 285558 / SEC#: , 8-69853
Contact information
FINRA licenses (6 States and Territories)
Documents
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.
