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Robert Fuller Reese

Osaic Institutions, Inc.

Greensboro, NC

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-08-12
  • NC RA
    APPROVED
    Since 2019-08-12

Branch Locations

2604 Lawndale Drive, Greensboro, NC 27408 • 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
Communityone Wealth Management Asheboro NC 02/2009 11/2017
Infinex Investments. Inc. Meriden CT 01/2015 11/2017
Ftb Advisors Charlotte NC 11/2017 08/2019
Infinex Investments, Inc. Meriden CT 08/2019 Present
First Bancorp Greensboro NC 08/2019 Present
  • 02/2009 → 11/2017
    Communityone Wealth Management
    Asheboro, NC
  • 01/2015 → 11/2017
    Infinex Investments. Inc.
    Meriden, CT
  • 11/2017 → 08/2019
    Ftb Advisors
    Charlotte, NC
  • 08/2019 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 08/2019 → Present
    First Bancorp
    Greensboro, NC
Previous Registrations
  • 2017-11-30 → 2019-08-05
    First Horizon Advisors, Inc.
    China Grove, NC
    Charlotte, NC
  • 2016-06-17 → 2017-12-05
    Osaic Institutions, Inc.
    China Grove, NC
    China Grove, NC
    Chapel Hill, NC
Other Businesses

1.) Currently own beach rental property located at 1708 Utopia Street, N Topsail Beach, NC 28460

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-16
S63 Uniform Securities Agent State Law Examination 2009-04-21
  • S66 Uniform Combined State Law Examination
    2016-06-16
  • S63 Uniform Securities Agent State Law Examination
    2009-04-21
Other Names
  • Robert Reese

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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