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Robert James Cline

Equitable Advisors, LLC

Boerne, TX

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-03-02
  • TX RA
    APPROVED
    Since 2018-03-02

Branch Locations

Boerne, TX • 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
Axa Advisors, Llc New York NY 09/1999 06/2020
Equitable Advisors, Llc New York NY 09/1999 Present
Other Businesses

WealthBridge Financial Partners, 6200 Old Dobbin Lane Columbia, MD 21045, Non-Investment-related, Partner, start date 01/01/2010, 1 hour/month, zero compensation, duties relating to the OBA: Advisor; R.J. Cline and Company, LLC 215 West Bandera Road, Suite 114-611 Boerne, TX 78006, Non-Investment-related, Accountant, Member, Start Date 09/01/1998, # of hours/month: 160, Yearly Compensation: 70000, Owner, Manager I prepare tax returns and review tax returns prepared by staff; USING THE EMAIL ADDRESS ROB@RJCLINE.COM FOR HIS ACCOUNTING PRACTICE. PARTNER OF THE WEALTHBRIDGE FINANCIAL PARTNERS, 6200 OLD DOBBIN LANE, SUITE 100 COLUMBIA MD 21045, DBA WITH AN ESTABLISHED PRODUCER GROUP; Administrator or executor of an estate or trustee of a trust for a non-family or family member - full durable power of attorney for widowed mother; Kimberly Kilmer who is a client of Steve Staley. I am the trustee for the Kilmer Trust which is a CPA client and the beneficiary of that trust is Kimberly Kilmer, who is also a CPA client;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-29
S63 Uniform Securities Agent State Law Examination 1998-11-19
  • S65 Uniform Investment Adviser Law Examination
    2000-02-29
  • S63 Uniform Securities Agent State Law Examination
    1998-11-19
Other Names
  • Rob Cline
  • Robert Cline

View on SEC IAPD

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