Robert D. Culberson

VERDARA PPP

TAMPA, FL 33605

Some features on this profile are disabled

CRD#: 6757353

Professional summary

Robert Daniel Culberson, who also goes by Rob Culberson, Robert Daniel Culberson Jr, Robert Daniel Culberson, Dan Culberson, Daniel Culberson, Robert Daniel Culberson Jr., Robert Culberson, is a registered financial advisor currently at VERDARA PPP LLC located in Tampa, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) - RIA

Click below to view Robert Daniel Culberson'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®

None

Experience

Current

January 28, 2026 - Present

VERDARA PPP LLC

Office #1: 1600 E 8th Avenue A200, Tampa, FL 33605

RIA

CRD#: 339710

TAMPA, FL

Past

June 16, 2022 - July 24, 2025

ONEDIGITAL

RIA

CRD#: 106766

TAMPA, FL

Past

February 4, 2020 - April 14, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

TAMPA, FL

Past

May 31, 2019 - January 30, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

JACKSONVILLE, FL

Past

October 22, 2018 - January 14, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

June 7, 2017 - September 27, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/28/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/30/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/14/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2017

General Securities Representative Examination

Current Firm

VERDARA PPP LLC

VERDARA PPP LLC | VERDARA PPP, LLC

CRD#: 339710 / SEC#: 801-135251

RIA

Registered Investment Advisory firm - (1/26/2026 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1600 E 8th Avenue A200, Tampa, FL 33605

Mailing Address

Phone number

(813) 395-9515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- VERDARA PPP LLC (12/26/2025)

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.

Similar Advisors

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

Smithfield, RI

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert D. Culberson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Daniel Culberson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERDARA PPP LLC

ONEDIGITAL

FISHER INVESTMENTS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/30/2018

Series 63

Date: 7/14/2017

SIE

Date: 9/27/2018

Series 7

Date: 6/7/2017

Current Firm

VERDARA PPP LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

VERDARA PPP LLC

TRUST BUT VERIFY

Similar Advisors