David Gerard Robertson

Current Employers

Employment History

• 06/1995 → Present
  David G Robertson
  Southfield, MI
• 08/2008 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2001 → Present
  The Financial Center, Llc
  Bingham Farms, MI
• 08/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1)DAVID ROBERTSON, 41895 ELEVEN MILE RD STE 102, NOVI, MI, 1/1986, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 100/YR - 100/TRADING. 2)DAVID ROBERTSON INC., 41895 ELEVEN MILE RD, STE 102 NOVI, MI, 10/2008 AS PRESIDENT OF BANK ACCOUNT FOR BUSINESS - INSURANCE COMMISSIONS. NIR - 0 HRS. 3)BRIDGEWALK LLC, 41895 ELEVEN MILE RD, STE 102, NOVI, MI 48375. BEGAN 11/2012 AS OWNER OF RENTAL PROPERTY IN FLORIDA AT 5102 SANDERLING. DEVOTES 12 HR/YR-NONE DURING TRADING. 4)5212 OAKLINE LLC, 41895 ELEVEN MILE RD, STE 102, NOVI, MI, 4/2013 AS OWNER OF RENTAL PROPERTY IN FLORIDA - HIRED RENTAL AGENCY TO MANAGE PROPERTY. NIR - 12/YR - 0/TRADING. 5)6337 BRIDGECREST LLC 6337 BRIDGECREST DR, LITHIA, FL 33547. BEGAN 9/1/13; BOUGHT THIS HOUSE AND HAVE HIRED A RENTAL AGENCY TO MANAGE THE PROPERTY FOR ME. NOT INVESTMENT RELATED. DEVOTES 12 HRS/YR. NONE DURING TRADING. 6)24013 VANCE AVE LLC, 41895 ELEVEN MILE RD, STE 102, NOVI, MI, 10/2019 AS RENTAL HOME OWNER. NIR - 12/YR - 0/TRADING. 7)DAVID ROBERTSON HOLDING COMPANY LLC 41895 ELEVEN MILE RD STE 102, NOVI, MI, 10/2008 AS PRESIDENT OF LLC TO PROVIDE TAX AND LEGAL LIABILITY, COVER OFFICE EXPENSES. NIR - 0 HRS. 8)THE FINANCIAL CENTER LLC, 41895 ELEVEN MILE RD STE 102, NOVI, MI, 1/2000 AS PRESIDENT/ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. 9)16316 BRIDGECROSSING LLC, 41895 ELEVEN MILE RD, STE 102, NOVI, MI 48375. BEGAN 5/2013 AS OWNER OF HOUSE FOR RENTAL. DEVOTES 12 HR/YR- NONE DURING TRADING. 10)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 08/29/08 11)CSI FINANCIAL GROUP ESTATE PLAN, 11335 N 28TH DRIVE, STE C100, PHOENIX AZ, ESTATE PLANNING GATHERING FEE, 09/01/20, INV REL, 1/WK- 0/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-21
• S63 Uniform Securities Agent State Law Examination
  1990-01-26

Other Names

• David Gerard Robertson