Robert Earle Whitney

Current Employers

Polaris Investment Advisors, Llc

615 Concord Street Suite 5, Framingham, MA 01702 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-04-12

MA RA
APPROVED

Since 2023-04-12

Branch Locations

Framingham, MA • United States

615 Concord Street Suite 5, Framingham, MA 01702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Whitney & Gore Financial	Framingham	MA	01/1984	Present
Cetera Advisor Networks Llc	El Segundo	CA	09/2013	12/2021
Polaris Advisors, Llc	Framingham	MA	12/2021	04/2023
Polaris Investment Advisors, Llc	Framingham	MA	04/2023	Present

01/1984 → Present

Whitney & Gore Financial

Framingham, MA
09/2013 → 12/2021

Cetera Advisor Networks Llc

El Segundo, CA
12/2021 → 04/2023

Polaris Advisors, Llc

Framingham, MA
04/2023 → Present

Polaris Investment Advisors, Llc

Framingham, MA

Previous Registrations

2021-12-23 → 2023-05-31

Polaris Advisors, Llc

Framingham, MA
2016-02-10 → 2021-12-14

Cetera Wealth Services, Llc

Framingham, MA

Other Businesses

1.) ENROLLED AGENT - TAX PREPARER - WHITNEY & GORE FINANCIAL - 40 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 12/1998.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-07-19
S63	Uniform Securities Agent State Law Examination	2007-10-26

S66 Uniform Combined State Law Examination

2008-07-19
S63 Uniform Securities Agent State Law Examination

2007-10-26

Designations

View on SEC IAPD