Robert Anderson Pearl

Current Employers

Employment History

• 04/2016 → 03/2017
  Cig Asset Management, Inc.
  Southfield, MI
• 04/2016 → 03/2017
  Cig Capital Advisors
  Southfield, MI
• 04/2016 → 03/2017
  Cig Securities, Inc.
  Southfield, MI
• 04/2016 → 03/2017
  Cig Risk Management, Inc.
  Southfield, MI
• 03/2017 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 04/2017 → 11/2020
  First Allied Advisory Services, Inc.
  San Diego, CA
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2021 → 06/2023
  Sageview Advisory Group, Llc
  Newport Beach, CA
• 09/2022 → 06/2023
  Cetera Advisors Llc
  Livonia, MI
• 06/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 06/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Troy, MI

Previous Registrations

• 2020-11-12 → 2023-06-21
  Cetera Investment Advisers Llc
  Bloomfield Hills, MI
  Livonia, MI
• 2021-12-22 → 2023-06-15
  Creative Planning Institutional Advisors, Llc
  Bloomfield Hills, MI
  Newport Beach, CA
• 2017-04-20 → 2020-11-12
  First Allied Advisory Services, Inc.
  Bloomfield Hills, MI
  Livonia, MI
• 2017-04-20 → 2017-04-20
  First Allied Securities, Inc.
  Bloomfield Hills, MI
  Livonia, MI
• 2016-05-02 → 2017-03-30
  Cig Asset Management, Inc.
  Southfield, MI
• 2013-09-27 → 2016-04-19
  Edward Jones
  St Louis, MO
  Clinton Township, MI
  Troy, MI
• 2012-11-02 → 2013-09-26
  Northwestern Mutual Investment Services, Llc
  Troy, MI

Other Businesses

1. FIXED INSURANCE POSITION: wealth advisor NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 06/15/2023 ADDRESS: 200 E Big Beaver, Ste 102, Troy MI 48083, United States DESCRIPTION: agent on life,disability,annuities and LTC policies 2. OAKLAND MCLAREN CHARITABLE FOUNDATION POSITION: board member NATURE: non - profit for the local hospital INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2019 ADDRESS: North Perry St, Pontiac MI 48342, United States DESCRIPTION: help organize and run golf outings and charity dinners to benefit the hospital 3. G&P FINANCIAL POSITION: Co-Founder, wealth advisor NATURE: DBA/LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2023 ADDRESS: 200 E Big Beaver, Ste 102, Troy MI 48083, United States DESCRIPTION: Financial Advisor 4. PEARL WEALTH MANAGEMENT POSITION: Owner NATURE: Sole Proprietorship LLC - only used for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2023 ADDRESS: 911 Lamppost Ln, Bloomfield Hills MI 48304, United States DESCRIPTION: Duties: This entity is set up for tax purposes for the 1099 income and business expenses that are associated to my practice as an Advisor with Triad Advisors.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-31

Designations

Other Names

• Robert Anderson Pearl
• Robet Anderson Pearl
• Rob Anderson Pearl