Robert Donald Livingston

Current Employers

Employment History

• 06/2011 → 11/2017
  Institute For Legacy Wealth Planning, Llc
  Allentown, PA
• 05/2009 → Present
  Lpl Financial Llc
  Allentown, PA

Previous Registrations

• 2012-01-12 → 2017-10-31
  Institute For Legacy Wealth Planning, Llc
  Allentown, PA
• 2008-07-03 → 2009-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA
  Allentown, PA

Other Businesses

1. 4/23/2009: CENTER POINTE WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 9/18/2012: LIVINGSTON ASSETS, LLC - Investment Related - 1150 GLENLIVET DR, SUITE A-10, ALLENTOWN, PA 18106 - Other-LLC TO HOLD OFFICE CONDO - PRESIDENT - 1% OF TIME SPENT - Serve as President of the LLC. - Entity that holds office condo. 3. 7/23/2019 - KAFL Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Writing Agent - Started 07/22/2019 - 8 Hours Per Month/4 Hours During Securities Trading. 4. 12/18/2023 - Jurs Montgomery Brokerage - Non-Variable Insurance - Writing Agent - Investment Related - At Reported Business Location(s) - Start Date 12/06/2023 - 2 Hours Per Month/ During Trading 5. 05/10/2024 - One Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/15/2024 - 170 Hours Per Month/ 150 Hours During Trading 6. 04/30/2025 - Crump Life Insurance Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/03/2025 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-23
• S63 Uniform Securities Agent State Law Examination
  1997-01-10

Designations

Other Names

• Robert D (Iii) Livingston
• Robert Donald Livingston
• Robert Livingston