Robert Charles Linder

Current Employers

Employment History

• 01/2001 → 10/2019
  1St Global Capital Corp
  Rochester, NY
• 10/2002 → Present
  Dkcb Financial Advisors, Llc
  Rochester , NY
• 06/2007 → Present
  Avantax Insurance Services, Llc.
  Rochester, NY
• 06/2007 → 10/2019
  1St Global Advisors, Inc.
  Rochester, NY
• 08/2007 → Present
  Davie Kaplan, Cpa, P.C.
  Rochester, NY
• 01/2001 → Present
  Davie Kaplan Wealth Care Advisors, Llc
  Rochester, NY
• 10/2019 → Present
  Avantax Investment Services, Inc.
  Rochester, NY

Other Businesses

1) M.C. LIFE INSURANCE TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2014 ADDRESS: Fairport NY 14450, United States DESCRIPTION: OVERSEE ANNUAL PREMIUM LIFE INSURANCE PAYMENT; 2) DAVIE KAPLAN WEALTH CARE ADVISORS POSITION: ADVISOR, RIA, INDEPENDENT CONTRACTOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2014 ADDRESS: , Rochester NY 14616, United States DESCRIPTION: advisor 3) DKCB WEALTH CARE ADVISORS, LLC (INSURANCE) POSITION: Member/ NATURE: Financial Services Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 1/2001 DESCRIPTION: Sales of insurance 4) DKCB FINANCIAL ADVISORS, LLC POSITION: REGISTERED INVESTMENT ADVISOR NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/2002 DESCRIPTION: Provide financial services to clients. 5) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (RIA) POSITION: RIA NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: ADDRESS: 1000 First Federal Plaza, Rochester NY 14614, United States DESCRIPTION: RIA services

Exams

• S66 Uniform Combined State Law Examination
  2001-01-31

Designations