Joel Rand Robison

Current Employers

Employment History

• 08/2013 → 07/2019
  Capital Financial Services, Inc.
  Minot, ND
• 04/2013 → Present
  Strategic Life Insurance Planners
  Idaho Falls, ID
• 07/2019 → Present
  Calton & Associates, Inc.
  Idaho Falls, ID
• 05/2024 → Present
  Calton & Associates, Inc.
  Tampa, FL

Other Businesses

1) Name of Business: R Mountain LLC. Non-Investment related. Address: 980-A. Nature of Business: An old farm house and land. Position/Title/Relationship: None. Start Date: 03/06/2019. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: 0. 2) Name of Business: RJM Properties. Non-Investment related. Address: 980-A Pier View Drive, Idaho Falls, ID 83402. Nature of Business: Owns our Office Building. Position/Title/Relationship: None. Start Date: 05/01/2015. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: RJM was the LLC that my sister and I set up to purchase our current office building and possible other property in the future. 3) Name of Business: LegacyLifequote.com. Non-Investment related. Address: 980-A Pier View Drive, Idaho Falls, ID 83402. Nature of Business: Life insurance. Position/Title/Relationship: Sales. Start Date: 01/01/2003. Hours per month: 10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Life insurance sales. Company was set up mainly for tax purpose. 4) Name of Business: Legacy Network. Non-Investment related. Address: 980-A Pier View Drive, Idaho Falls, ID 83402. Nature of Business: Maintain final account from sale. Wind down final sale assets. Position/Title/Relationship: None. Start Date: 01/01/2003. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Maintain assets. Company was sold to AFG Brokerage. (Life Insurance Company.) 5) Name of Business: The Strategic Life Insurance Planners. Non-Investment related. Address: 980-A Pier View Drive, Idaho Falls, ID 83402. Nature of Business: Life Insurance. Position/Title/Relationship: Life Agent. Start Date: 06/01/2003. Hours per month: 140. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Life Insurance sales. 6) Sage Creek Partners LLC. Noninvestment Related. 980-A Pier View Dr Idaho Falls Idaho, 83402. Nature of Business: Family Cabin Purchased with sister and Parents. Title: Partner. Start Date: 10/26/2020. Hours per Month: 0. Duties: None. 7) AG Financial Service; Investment related; Address: 525 Homer Ave; Idaho Falls, ID 83401; Nature of Business: Assisting in getting the company started. Position/Title/Relationship: Agent; Start Date: 5/5/2026. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Help build relationships in the financial industry.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-06
• S63 Uniform Securities Agent State Law Examination
  2006-08-10