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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-25
  • UT RA
    APPROVED
    Since 2025-03-25

Branch Locations

142 East 200 South, Salt Lake City, UT 84111 • 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
Bancwest Investment Services Salt Lake City UT 02/2012 01/2017
Bank Of The West Salt Lake City UT 01/2012 01/2017
U.S. Bancorp Investments, Inc. Salt Lake City UT 06/2017 03/2020
U.S. Bank Salt Lake City UT 06/2017 03/2020
Unemployed Murray UT 02/2017 06/2017
Lpl Financial Llc West Valley UT 03/2020 07/2021
Mountain America Credit Union West Valley UT 03/2020 07/2021
Wells Fargo Clearing Services, Llc Salt Lake City UT 12/2021 03/2025
Unemployed Murray UT 08/2021 12/2021
Bmo Harris Bank Salt Lake City UT 03/2025 Present
Lpl Financial Llc Salt Lake City UT 03/2025 Present
  • 02/2012 → 01/2017
    Bancwest Investment Services
    Salt Lake City, UT
  • 01/2012 → 01/2017
    Bank Of The West
    Salt Lake City, UT
  • 06/2017 → 03/2020
    Salt Lake City, UT
  • 06/2017 → 03/2020
    U.S. Bank
    Salt Lake City, UT
  • 02/2017 → 06/2017
    Unemployed
    Murray, UT
  • 03/2020 → 07/2021
    West Valley, UT
  • 03/2020 → 07/2021
    Mountain America Credit Union
    West Valley, UT
  • 12/2021 → 03/2025
    Salt Lake City, UT
  • 08/2021 → 12/2021
    Unemployed
    Murray, UT
  • 03/2025 → Present
    Bmo Harris Bank
    Salt Lake City, UT
  • 03/2025 → Present
    Salt Lake City, UT
Previous Registrations
  • 2022-01-10 → 2025-03-28
    Salt Lake City, UT
    Salt Lake City, UT
  • 2020-03-26 → 2021-08-18
    West Valley, UT
  • 2017-06-30 → 2020-03-10
    Salt Lake City, UT
  • 2012-02-23 → 2017-02-07
    Bancwest Investment Services, Inc.
    Salt Lake City, UT
    Rock Springs, WY
  • 2011-01-03 → 2011-09-13
    Salt Lake City, UT
    Charlotte, NC
  • 2010-08-19 → 2011-01-03
    Wells Fargo Investments, Llc
    Salt Lake City, UT
  • 2009-09-08 → 2010-06-03
    Chase Investment Services Corp.
    Salt Lake City, UT
    Salt Lake City, UT
    Sandy, UT
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

1- 03/2025 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 03/2025 / RNM Properties LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Start date: 05/01/2018

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-04
S63 Uniform Securities Agent State Law Examination 2009-06-09
  • S65 Uniform Investment Adviser Law Examination
    2009-09-04
  • S63 Uniform Securities Agent State Law Examination
    2009-06-09
Other Names
  • Robyn Martinez Bishop
  • Robyn Lee Martinez
  • Robyn M Bishop
  • Robyn L Martinez
  • Robyn L. Martinez

View on SEC IAPD

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