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Timothy Michael Robinson

Captrust

Boston, MA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-10
  • MA RA
    APPROVED
    Since 2024-12-10

Branch Locations

255 State Street 6Th Floor, Boston, MA 02109 • 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
Susquehanna Financial Group, Lllp Boston MA 12/2011 09/2016
Boston Financial Management Llc Boston MA 09/2016 11/2024
Capfinancial Partners Llc (Captrust) Raleigh MA 11/2024 Present
  • 12/2011 → 09/2016
    Susquehanna Financial Group, Lllp
    Boston, MA
  • 09/2016 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, MA
Previous Registrations
  • 2016-10-04 → 2025-10-03
    Boston Financial Management Llc
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-06-08
  • S63 Uniform Securities Agent State Law Examination
    2012-06-08
Designations

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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