David James Robertson

Current Employers

Employment History

• 07/1993 → 03/2018
  Scottsdale Securities, Inc.
  St. Petersburg, FL
• 08/2019 → Present
  Charles Schwab & Co., Inc.
  Dawsonville, GA
• 03/2018 → 07/2019
  N/A
  Dahlonega, GA

Previous Registrations

• 2017-03-21 → 2018-03-07
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1) the historic holly theater | Investment Related:No|69 west main street|dahlonega|ga|30533|usa|Nonprofit Charitable Organizations|board member|1/1/2023|Less than 20|0|meet once a month in the evening with the board as well as making business decisions during the week to people that will report to me (in the evening), 2) Dahlonega Healing Herds | Investment Related:No|707 old federal road|dahlonega|ga|30533|usa|Nonprofit Charitable Organizations|officer of board|1/1/2023|Less than 20|0|meeting once per quarter to discuss operations, fundraising, and events, 3) holly theatre endowment board | Investment Related:No|69 west main st|dahlonega|ga|30533|usa|Entertainment Venues/Theaters|board member|1/1/2024|Less than 20|0|once a year meeting to update everything with the endowment and the theatre, 4) Good Shepherd Clinic of Dawson County | Investment Related:No|45 medical center dr|dawsonville|ga|30534|usa |Nonprofit Charitable Organizations|board member at large|12/31/2025|Less than 20|0|meet once a month for 2 hours to discuss issues and find solutions, once a year fundrasier.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-16
• S63 Uniform Securities Agent State Law Examination
  2004-12-16

Other Names

• Dave Robertson
• David Robertson
• David James Robertson