Sarah E Robinson

Current Employers

Supreme Alliance Llc

Charlotte, NC • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-15

MA RA
APPROVED

Since 2025-07-15

Branch Locations

Charlotte, NC • United States

Brewster, MA • United States

14804 Resolves Lane, Charlotte, NC 28277 • USA

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Avantax Investment Services, Inc.	Brewster	MA	10/2001	03/2025
Avantax Advisory Services	Brewster	MA	07/2004	03/2025
Supreme Alliance Llc	Charlotte	NC	05/2025	Present

10/2001 → 03/2025

Avantax Investment Services, Inc.

Brewster, MA
07/2004 → 03/2025

Avantax Advisory Services

Brewster, MA
05/2025 → Present

Supreme Alliance Llc

Charlotte, NC

Previous Registrations

2004-08-17 → 2025-03-24

Avantax Advisory Services

Brewster, MA

Other Businesses

Sarah Robinson, CFP Inc. - President - 01/10/1990 - 230 Holly Ave Brewster MA 02631 - 40hrs/mo - 40hrs/mo during Business Hrs - No Business Related - Tax Preparation - Tax Preparation - Distribution of Profits Robinson Financial Solutions - owner - 06/01/2005 - 230 Holly Ave - 170hrs/mo - 140hrs/mo during Business Hrs - dba for securities business

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-09-26

S63 Uniform Securities Agent State Law Examination

2001-09-26

Designations

Other Names

Sarah E Robinson

View on SEC IAPD