Robert Paul Hoskin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 05/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Morgantown, WV
• 12/2011 → 05/2018
  Tiaa
  Morgantown, WV
• 05/2018 → Present
  Lpl Financial Llc
  Morgantown, WV
• 05/2018 → Present
  Clear Mountain Bank
  Morgantown, WV

Previous Registrations

• 2012-02-24 → 2018-06-18
  Tiaa-Cref Individual & Institutional Services, Llc
  Pittsburgh, PA
  Morgantown, WV
• 2004-12-06 → 2012-02-23
  Goldman Sachs Wealth Services, L.P.
  Canonsburg, PA

Other Businesses

1. 5/23/18 - Clear Mountain Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 1/10/2020 - Clear Mountain Bank - DBA: Clear Mountain Financial Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2020 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 04/22/2022 - Sage Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 04/22/2022- 4 Hours Per Month/ 4 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-03