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RG

Robert Gist

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CRD#: 716088
RG

Professional summary


Robert Gist was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Robert had worked at 7 firms, which includes RESOURCE HORIZONS GROUP LLC, CENTENNIAL CAPITAL MANAGEMENT INC., CADARET GRANT & CO. INC., NORTH AMERICAN FINANCIAL GROUP INC., KEOGLER MORGAN & COMPANY INC., RAYMOND JAMES & ASSOCIATES INC., THE ROBINSON-HUMPHREY COMPANY LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Gist

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 5, 2001 - December 31, 2011

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
ATLANTA, GA
Past

November 14, 1997 - March 13, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

July 1, 1993 - September 26, 1997

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

April 3, 1992 - July 28, 1992

NORTH AMERICAN FINANCIAL GROUP, INC.

BD
CRD#: 22273
WARREN, MI
Past

August 19, 1991 - August 28, 1991

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

January 14, 1984 - September 17, 1991

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

September 25, 1980 - December 26, 1983

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/14/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


RH
RESOURCE HORIZONS GROUP LLC
BENEFIT PLANNING ADVISORS, INC. | WEALTH ADVISORY SERVICES | SEQUOYAH PLANNING CORPORATION | RESOURCE HORIZONS GROUP, L.L.C. | RESOURCE HORIZONS GROUP LLC | GM FINANCIAL PLANNING INC. | DM FINANCIAL PLANNING | BENEFIT PLANNING OF CALIFORNIA | BENEFIT PLANNING INC.

CRD#: 104368 / SEC#: , 8-52830

BD
Terminated by SEC on 01/23/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/16/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RESOURCE HORIZONS HOLDING COMPANYSHAREHOLDER
FANNON, EILEEN MARIEFINOP, CFO4534618
MILLER, DAVID KEITHCOMPLIANCE OFFICER728491
MILLER, DAVID KEITHCEO/MUNICPAL SECURITIES PRINCIPAL728491
MILLER, KELLY STOLTEPRESIDENT/CROP/SROP1336841
TEDBALL, LAURA ANNECHIEF COMPLIANCE OFFICER4815741

Disclosures


Regulatory Event5
Arbitration3

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RESOURCE HORIZONS GROUP LLC

CRD#: 104368

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