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Robert Todd Trethewey

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Fulton, MD

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2009-07-10
CA RA APPROVED 2007-01-01
  • MD RA
    APPROVED
    Since 2009-07-10
  • CA RA
    APPROVED
    Since 2007-01-01

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

8115 Maple Lawn Blvd Suite 350, Fulton, MD 20759 • 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
Cetera Wealth Services, Llc El Segundo CA 01/2013 01/2026
Creative Planning Institutional Advisors, Llc Newport Beach CA 10/2006 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-21
  • S66 Uniform Combined State Law Examination
    2006-12-21
Other Names
  • Bob Trethewey

View on SEC IAPD

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