ER
Edward J. Robinson
ALLGEN FINANCIAL ADVISORS
Orlando, FL 32801
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CRD#: 6909067
ER
Professional summary
Edward Jamil Waheed Robinson, who also goes by Edward Jamil Waheed Robinson, is a registered financial advisor currently at ALLGEN FINANCIAL ADVISORS, INC. located in Orlando, Florida.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Edward has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward Jamil Waheed Robinson
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) - RIA
Click below to view Edward Jamil Waheed 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
July 10, 2025 - Present
ALLGEN FINANCIAL ADVISORS, INC.
Office #1: 100 W. Lucerne Circle Suite 200, Orlando, FL 32801RIA
CRD#: 126877
Orlando, FL
Past
March 26, 2024 - May 15, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Charlottesville, VA
Past
March 4, 2024 - May 15, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Charlottesville, VA
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".
AF
ALLGEN FINANCIAL ADVISORS, INC.
ALLGEN FINANCIAL ADVISORS, INC. | GOOD RISK REWARD, INC. | ALLGEN, INC. | ALLGEN FINANCIAL SERVICES, INC.
CRD#: 126877 / SEC#: 801-80077
RIA
Registered Investment Advisory firm - (7/15/2014 Approved)Alabama
Registered Investment Advisory firm - (9/18/2014 Terminated)Florida
Registered Investment Advisory firm - (8/28/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/29/2014 Terminated)New York
Registered Investment Advisory firm - (8/28/2014 Terminated)Ohio
Registered Investment Advisory firm - (8/28/2014 Terminated)Texas
Registered Investment Advisory firm - (8/28/2014 Terminated)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(7/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AF
ALLGEN FINANCIAL ADVISORS, INC.
ALLGEN FINANCIAL ADVISORS, INC. | GOOD RISK REWARD, INC. | ALLGEN, INC. | ALLGEN FINANCIAL SERVICES, INC.
CRD#: 126877 / SEC#: 801-80077
RIA
Registered Investment Advisory firm - (7/15/2014 Approved)Alabama
Registered Investment Advisory firm - (9/18/2014 Terminated)Florida
Registered Investment Advisory firm - (8/28/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/29/2014 Terminated)New York
Registered Investment Advisory firm - (8/28/2014 Terminated)Ohio
Registered Investment Advisory firm - (8/28/2014 Terminated)Texas
Registered Investment Advisory firm - (8/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 W. Lucerne Circle Suite 200, Orlando, FL 32801
Mailing Address
Phone number
(407) 210-3888
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,319 |
| AUM (Assets Under Management) | $ 392,518,934 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLGEN FINANCIAL ADVISORS, INC.
CRD#: 126877Orlando, FL 32801TRUST BUT VERIFY
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