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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-01 |
| FL | RA | APPROVED | 2013-09-30 |
Branch Locations
505 E New York Ave Suite 9 Robertson Advisory Inc., Deland, FL 32724 • United States
505 E New York Ave Suite 9, Deland, FL 32724-6083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1993-01-04 |
Branch Locations
505 E New York Ave Suite 9, Deland, FL 32724-6083 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Deland | FL | 09/2009 | Present |
| Robertson Advisory, Inc. | Deland | FL | 10/1986 | Present |
1. 12/9/2009 - NON-VARIABLE INSURANCE - LOW LOAD INSURANCE SERVICES - PROCURE PERMANENT LIFE INSURANCE FOR CLIENTS ON A FEE BASIS. - TIME SPENT 1% - DELAND, FL. 2. 12/22/2009 - REGISTERED INVESTMENT ADVISOR - ROBERTSON ADVISORY INC. - PROVIDE FINANCIAL PLANS AND ADVISORY SERVICES BASED ON HOURLY RATE. - TIME SPENT 20% - DELAND, FL. 3. 12/28/2009 - NON-VARIABLE INSURANCE - ROBERTSON ADVISORY, INC. - PRES. / AGENT - FIXED INSURANCE: LIFE, HEALTH, AND ANNUITY PRODUCTS - COMMISSIONED BASED WITH TERM LIFE, HEALTH AND ANNUITY PRODUCTS. 1% FEE FOR PERMANENT LIFE INSURANCE TRANSACTIONS - EVALUATION, ANALYSIS AND SALES. - 25% OF TIME SPENT - DELAND, FL. 4. 9/3/2013 - DBA ONLY - ROBERTSON ADVISORY, INC. - DELAND, FL. 5. 09/17/2015 * Mustard Seed Publishing, Inc. dba DeLand Beacon Newspaper * For-Profit Board Member * NOT INV REL * 110 W. New York Ave. DeLand, FL 32720 * START 06/01/2001 * 1 HR/MO DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-25 |
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