Robert Scott Loeb

Current Employers

Employment History

• 11/1989 → 11/2020
  Mcdonald Investments Inc.
  Toledo, OH
• 02/2007 → 11/2020
  Ubs Financial Services Inc.
  New York, NY
• 11/2020 → Present
  Venture Visionary Partners, Llc
  Sylvania, OH
• 11/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2007-02-09 → 2020-11-20
  Ubs Financial Services Inc.
  Sylvania, OH
  Weehawken, NJ
• 1999-10-14 → 2007-02-09
  Keybanc Capital Markets Inc.
  Toledo, OH
  Perrysburg, OH

Other Businesses

1) 11/2020 Purshe Kaplan Sterling Investments, Inc., Registered Rep ; Investment Related ; Sylvania, OH ; Less than 10 hours, Less than 1 hour, client service and investment advice. 2) 12/1989 Licensed Independent Insurance Agent; Investment Related; Sylvania, OH; Variable, Life, Accident & Health 3) Venture Visionary Partners 2. Investment related 3. 5520 Monroe St., Ste. B, Sylvania OH 43560 4. RIA 5. Advisor 6. 11/2020 7. 160 hrs/mo 8. 6.5 hrs/day 9. Investment Advice, client service, advice 4) PKS Financial 2. Not investment related 3. 80 State St., Albany, NY 12207 4. Fixed / traditional insurance 5. Agent 6. 11/2020 7. 4 hrs/mo 8. 1 hr/wk 9. Sales of fixed/traditional insurance 5) Mercy Health Foundation. Not investment related. 2525 Cherry St. Toledo, OH 43608. Board of Directors. 2/2024. 2-3 hrs/during business hours; Board responsible for fundraising, annual giving, and advocacy. 6) Catholic Community Foundation Diocese of Toledo. Investment Related. 1933 Spielbusch, Toledo, OH 43604. Board Member. 4/2023. 0-1 hrs/mo during trading hours. Investment Committee, charitable fundraising

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-12
• S63 Uniform Securities Agent State Law Examination
  1990-01-26

Designations