RB
Robin K. Bryant
TIMOTHY PARTNERS, LTD.
Maitland, FL 32751
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CRD#: 6869643
RB
Professional summary
Robin Kaplan Bryant, who also goes by Robin Renee Bill, Robin Bryant, Robin Kaplan Gore, Robin Renee Kaplan, is a registered financial professional currently at TIMOTHY PARTNERS, LTD. located in Maitland, Florida.
Robin is registered as a RR (Registered Representative) and started their career in finance in 2017. Robin has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Robin Renee Bill | Robin Bryant | Robin Kaplan Gore | Robin Renee Kaplan
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.
CRS (Client Relationship Summary) - BD
Click below to view Robin Kaplan Bryant'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
October 30, 2017 - Present
TIMOTHY PARTNERS, LTD.
Office #1: 1055 Maitland Center Commons, Maitland, FL 32751RIA
BD
CRD#: 41835
Maitland, FL
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".
TP
TIMOTHY PARTNERS, LTD.
TIMOTHY PARTNERS, LTD.
CRD#: 41835 / SEC#: 801-45766, 8-49589
RIA
Registered Investment Advisory firm - SEC (2/7/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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Alabama(2/1/2018)
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Alaska(1/31/2018)
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Arizona(2/1/2018)
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Arkansas(1/31/2018)
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California(1/31/2018)
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Colorado(2/1/2018)
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Connecticut(1/31/2018)
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Delaware(2/7/2018)
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District of Columbia(2/6/2018)
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Florida(12/4/2017)
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Georgia(2/1/2018)
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Hawaii(1/31/2018)
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Idaho(1/31/2018)
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Illinois(1/31/2018)
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Indiana(1/31/2018)
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Iowa(2/1/2018)
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Kansas(2/8/2018)
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Kentucky(2/5/2018)
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Louisiana(2/1/2018)
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Maine(2/1/2018)
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Maryland(2/7/2018)
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Massachusetts(2/1/2018)
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Michigan(2/2/2018)
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Minnesota(2/4/2018)
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Mississippi(2/1/2018)
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Missouri(2/5/2018)
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Montana(2/1/2018)
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Nebraska(2/1/2018)
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Nevada(2/14/2018)
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New Hampshire(2/2/2018)
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New Jersey(2/1/2018)
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New Mexico(2/1/2018)
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New York(2/1/2018)
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North Carolina(2/2/2018)
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North Dakota(11/16/2018)
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Ohio(1/31/2018)
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Oklahoma(2/5/2018)
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Oregon(2/2/2018)
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Pennsylvania(2/1/2018)
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Rhode Island(2/1/2018)
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South Carolina(2/1/2018)
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South Dakota(2/13/2018)
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Tennessee(2/1/2018)
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Texas(1/31/2018)
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Utah(2/1/2018)
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Vermont(2/1/2018)
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Virginia(2/2/2018)
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Washington(1/31/2018)
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West Virginia(2/9/2018)
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Wisconsin(1/31/2018)
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Wyoming(2/1/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TP
TIMOTHY PARTNERS, LTD.
TIMOTHY PARTNERS, LTD.
CRD#: 41835 / SEC#: 801-45766, 8-49589
RIA
Registered Investment Advisory firm - SEC (2/7/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
1055 Maitland Center Commons, Maitland, FL 32751
Mailing Address
1055 Maitland Center Commons, Maitland, FL 32751
Phone number
(407) 644-1986
Established
Florida since 12/06/1993
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
22
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TIMOTHY PARTNERS, LC | LIMITED PARTNER | |
| ALLY, ARTHUR DOUGLAS | PRESIDENT, CHIEF EXECUTIVE OFFICER, PRINCIPAL OPERATIONS OFFICER | 855097 |
| ALLY, GREGORY SCOTT | CHIEF FINANCIAL OFFICER | 7235816 |
| COVENANT FUNDS, INC. | CORPORATE MANAGER GENERAL PARTNER | |
| MUMBERT, BRIAN SCOTT | VICE PRESIDENT, REGIONAL SALES EXECUTIVE | 5550269 |
| MUMBERT, CHERYL MARIE | VICE PRESIDENT, CHIEF MARKETING AND DESIGN OFFICER | 2237206 |
| SWEENEY, JESSICA E | CHIEF COMPLIANCE OFFICER | 3220826 |
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 2,627,135,000 |
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.
