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RC

Robin F. Creighton

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CRD#: 733100
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robin Frederick Creighton, who also goes by Rob F Creighton, N/a, was a registered financial professional .

Robin is a previously registered financial professional and started their career in finance in 1981. Robin had worked at 9 firms and has passed the Series 65, Series 66, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob F Creighton | N/a

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

January 1, 2011 - October 10, 2019

PGR SOLUTIONS, LLC

RIA
CRD#: 119490
SAN JOSE, CA
Past

October 3, 2008 - November 5, 2008

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SAN MATEO, CA
Past

May 31, 2005 - November 1, 2006

PENSION PLANNERS SECURITIES, INC.

BD
CRD#: 14068
SACRAMENTO, CA
Past

August 15, 2002 - December 31, 2003

L.M. KOHN & COMPANY

BD
CRD#: 27913
CINCINNATI, OH
Past

July 1, 1996 - July 23, 2001

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

November 2, 1995 - July 1, 1996

FINANCIAL HORIZONS SECURITIES CORPORATION

BD
CRD#: 20221
Past

July 24, 1990 - November 22, 1993

CONWAY, WILLIAMS & FOSTER, INC.

BD
CRD#: 10546
MENLO PARK, CA
Past

February 21, 1984 - July 25, 1988

RETIREMENT PLANNING, INC.

BD
CRD#: 14011
Past

June 18, 1981 - October 5, 1982

PENSION EQUITIES CO.

BD
CRD#: 6252

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
IAR
Series 65
Date: 12/29/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PGR SOLUTIONS, LLC
PGR RETIREMENT PLAN SERVICES | PGR SOLUTIONS, LLC | PGR SOLUITONS, LLC

CRD#: 119490 / SEC#: 801-62632

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Contact information


Main Address
2107 North 1st Street Suite 415, San Jose, CA 95131
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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.

Company Information


PGR SOLUTIONS, LLC

CRD#: 119490

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