DR
David T. Robinson
WESBANCO SECURITIES
Findlay, OH 45840
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CRD#: 6324877
DR
Professional summary
David Thomas Robinson is a registered financial advisor currently at WESBANCO SECURITIES, INC. located in Findlay, Ohio.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Part owner of indoor golf simulator facility in Findlay, OH; Fore One Nine Golf Club, LLC; start date 9-20-25; will received percentage of profits; spending 10% of time with the activity; 25% owner; non-investment related
CRS (Client Relationship Summary) - RIA
Click below to view David Thomas Robinson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view David Thomas Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 3, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 3900 North Main St., Findlay, OH 45840Office #2: 301 South Main St., Findlay, OH 45840Office #3: 405 East Main St., Ottawa, OH 45875Office #4: 7591 Patriot Dr., Findlay, OH 45840Office #5: 230 East Second St., Delphos, OH 45833Office #6: 2600 Allentown Rd, Lima, OH 45806Office #7: 2565 Shawnee Rd., Lima, OH 45806RIA
BD
CRD#: 43276
Findlay, OH
Current
September 2, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 3900 North Main St., Findlay, OH 45840Office #2: 301 South Main St., Findlay, OH 45840Office #3: 405 East Main St., Ottawa, OH 45875Office #4: 7591 Patriot Dr., Findlay, OH 45840Office #5: 230 East Second St., Delphos, OH 45833Office #6: 2600 Allentown Rd, Lima, OH 45806Office #7: 2565 Shawnee Rd., Lima, OH 45806RIA
BD
CRD#: 43276
Findlay, OH
Past
July 2, 2021 - September 3, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FINDLAY, OH
Past
July 2, 2021 - September 3, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
FINDLAY, OH
Past
December 7, 2017 - June 15, 2021
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
FINDLAY, OH
Past
December 6, 2017 - June 15, 2021
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
DEFIANCE, OH
Past
August 2, 2016 - December 4, 2017
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
FINDLAY, OH
Past
February 22, 2016 - November 3, 2017
NYLIFE SECURITIES LLC
BD
CRD#: 5167
FINDLAY, OH
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".
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/23/2025)
IAR
Florida(9/24/2025)
RR
Michigan(9/2/2025)
RR
North Carolina(9/2/2025)
IAR
North Carolina(9/30/2025)
RR
Ohio(9/2/2025)
IAR
Ohio(9/3/2025)
RR
South Carolina(9/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
135 West Main St, St Clairsville, OH 43950
Mailing Address
1 Bank Plaza, Wheeling, WV 26003
Phone number
(304) 905-7215
Established
Ohio since 10/03/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
100
SEC notice filing (25 States and Territories)
FINRA licenses (28 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WESBANCO INC. | OWNER | |
| CONNER, JAMES LEROY | FINOP | 5339285 |
| GARDILL, JAMES C | COUNSEL | |
| JACKSON, JEFF | DIRECTOR | 7692472 |
| LOVE, SCOTT ALAN | DIRECTOR | 2854247 |
| LUZAR, JAY MICHAEL | DIRECTOR | |
| PERKINS, MICHAEL L | DIRECTOR | 7531438 |
| STAVSKY, LISA FINKELSTEIN | DIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO | 1749197 |
| WILSON, ROSE LYNN | CCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR | 4072715 |
| ZATTA, JAY | DIRECTOR | 7693273 |
Regulatory assets under management
| Total Number of Accounts | 850 |
| AUM (Assets Under Management) | $ 166,458,070 |
Disclosures
| Regulatory Event | 1 |
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.
