Gerard Thomas Robinson

Current Employers

Employment History

• 05/1987 → Present
  Capital Analysts, Incorporated
  Quincy, MA
• 04/1988 → Present
  Capital Analysts/Fidelity Mutual
  Radnor, PA
• 06/2012 → Present
  Lincoln Investment
  Quincy, MA

Other Businesses

BELFAST COWBOYS POSITION: LEAD SINGER IN THE BELFAST COWBOYS BAND NATURE: IRISH ENTERTAINMENT BAND INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1990 ADDRESS: 969 GROVE STREET, FRAMINGHAM MA 01701 DESCRIPTION: SINGER IN THE BAND; COORDINATE EVENTS PROJECT CHILDREN POSITION: COORDINATOR OF THE TOURNAMENT NATURE: GOLF TOURNAMENT TO BENEFIT PROJECT CHILDREN CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 09/01/2003 ADDRESS: 969 GROVE STREET, FRAMINGHAM MA 01701 DESCRIPTION: COORDINATE THE IRISH OPEN GOLF TOURNAMENT (DATE, PARTICIPANTS, DONATIONS, TEE TIMES) .PLAY IN THE BAND THE BELFAST COWBOYS- ALL PROCEEDS GO TO PROJECT CHILDREN. INSURANCE SALES POSITION: fixed life/health/annuity insurance sales and service through Capital Analysts of New England NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1986 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184 DESCRIPTION: sale and service of fixed life/health/annuity insurance JUVENILE DIABETES RESEARCH FUND (JDRF) POSITION: COORDINATOR OF THE TOURNAMENT NATURE: GOLF TOURNAMENT TO BENEFIT JDRF TYPE 1 DIABETES RESEARCH CHARITY INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 969 Grove St, Framingham MA 01701, United States DESCRIPTION: COORDINATE THE IRISH OPEN GOLF TOURNAMENT (DATE, PARTICIPANTS, DONATIONS, TEE TIMES) .PLAY IN THE BAND THE BELFAST COWBOYS- ALL PROCEEDS GO TO JDRF CHARITY. CAPITAL ADVISORY GROUP LLC POSITION: owner NATURE: tax and accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2017 ADDRESS: 969 Grove St, Framingham MA 01701, United States DESCRIPTION: used for tax and accounting purposes

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1988-12-07

Designations