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Robert John Yarmak

Vertrix Wealth Management, LLC

Troy, MI

Mt. Juliet, TN

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Current Employers
Vertrix Wealth Management, Llc

1909 East Big Beaver, Troy, MI 48083 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-21
  • TN RA
    APPROVED
    Since 2026-01-21

Branch Locations

1909 East Big Beaver, Troy, MI 48083 • United States

Mt. Juliet, TN • 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
Polaris Greystone Financial Group, Llc Troy MI 05/2016 08/2017
Polaris Greystone Advisory Group, Llc Troy MI 05/2016 08/2017
Polaris Greystone Financial Group, Llc Troy MI 06/2018 07/2020
Greystone Financial Group, Llc Bloomfield Hills MI 07/2020 01/2026
Polaris Greystone Financial Group, Llc Troy MI 08/2017 06/2018
Polaris Greystone Advisory Group, Llc Troy MI 08/2017 06/2018
Polaris Greystone Advisory Group, Llc Troy MI 06/2018 07/2020
Vertrix Wealth Management, Llc Troy MI 01/2026 Present
  • 05/2016 → 08/2017
    Polaris Greystone Financial Group, Llc
    Troy, MI
  • 05/2016 → 08/2017
    Polaris Greystone Advisory Group, Llc
    Troy, MI
  • 06/2018 → 07/2020
    Polaris Greystone Financial Group, Llc
    Troy, MI
  • 07/2020 → 01/2026
    Greystone Financial Group, Llc
    Bloomfield Hills, MI
  • 08/2017 → 06/2018
    Polaris Greystone Financial Group, Llc
    Troy, MI
  • 08/2017 → 06/2018
    Polaris Greystone Advisory Group, Llc
    Troy, MI
  • 06/2018 → 07/2020
    Polaris Greystone Advisory Group, Llc
    Troy, MI
  • 01/2026 → Present
    Vertrix Wealth Management, Llc
    Troy, MI
Previous Registrations
  • 2020-09-17 → 2026-01-21
    Greystone Financial Group, Llc
    Troy, MI
    Bloomfield Hills, MI
    Bloomfield Hills, MI
    Mt. Juliet, TN
  • 2020-09-17 → 2021-02-05
    Polaris Greystone Advisory Group, Llc
    Troy, MI
    Bloomfield Hills, MI
  • 2017-08-11 → 2020-09-09
    Polaris Greystone Advisory Group, Llc
    Troy, MI
  • 2017-08-11 → 2020-08-06
    Polaris Wealth Advisory Group
    Troy, MI
    San Rafael, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-11
  • S65 Uniform Investment Adviser Law Examination
    2017-08-11
Designations
Other Names
  • Bobby John Yarmak

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
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CETERA INVESTMENT ADVISERS LLC · TROY, MI
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