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Robert Sorensen

Edward Jones

New Haven, CT

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-18
CT RA APPROVED 2023-07-17
  • TX RA
    APPROVED_RES
    Since 2023-09-18
  • CT RA
    APPROVED
    Since 2023-07-17

Branch Locations

470 James St Suite 13, New Haven, CT 06513 • 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
OrganizationCityStateFromTo
Primerica Financial Services Bountiful UT 08/2001 04/2022
Pfs Investments Inc. Bountiful UT 10/2001 04/2022
Edward Jones St. Louis MO 05/2023 Present
Tage Wright State Farm Deep River CT 05/2022 02/2023
Transform /Sears Salt Lake City UT 05/2018 07/2020
Transform / Sears Rocky Hill CT 08/2020 04/2022
Alpine School District American Fork UT 06/2016 05/2018
  • 08/2001 → 04/2022
    Primerica Financial Services
    Bountiful, UT
  • 10/2001 → 04/2022
    Pfs Investments Inc.
    Bountiful, UT
  • 05/2023 → Present
    Edward Jones
    St. Louis, MO
  • 05/2022 → 02/2023
    Tage Wright State Farm
    Deep River, CT
  • 05/2018 → 07/2020
    Transform /Sears
    Salt Lake City, UT
  • 08/2020 → 04/2022
    Transform / Sears
    Rocky Hill, CT
  • 06/2016 → 05/2018
    Alpine School District
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-12
S63 Uniform Securities Agent State Law Examination 2001-11-01
  • S66 Uniform Combined State Law Examination
    2023-07-12
  • S63 Uniform Securities Agent State Law Examination
    2001-11-01
Other Names
  • Robert Steven Sorensen

View on SEC IAPD

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DAVID LEWIS KING
Wiktor Wozniak

Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT

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