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Robert Andrew Burrow

Ponta Wealth Partners, LLC

Winter Park, FL

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Current Employers
Ponta Wealth Partners, Llc

300 Garfield Ave Suite 200, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-09
  • FL RA
    APPROVED
    Since 2024-09-09

Branch Locations

300 Garfield Ave Suite 200, Winter Park, FL 32789 • 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
Northcoast Asset Management Greenwich CT 10/2014 03/2017
1010Data New York NY 03/2017 03/2021
Ascential Alternative Data New York NY 03/2021 09/2022
Pathstone Winter Park FL 09/2022 06/2024
Ponta Wealth Partners, Llc Orlando FL 06/2024 Present
  • 10/2014 → 03/2017
    Northcoast Asset Management
    Greenwich, CT
  • 03/2017 → 03/2021
    1010Data
    New York, NY
  • 03/2021 → 09/2022
    Ascential Alternative Data
    New York, NY
  • 09/2022 → 06/2024
    Pathstone
    Winter Park, FL
  • 06/2024 → Present
    Ponta Wealth Partners, Llc
    Orlando, FL
Previous Registrations
  • 2024-06-27 → 2024-07-19
    Ponta Wealth Partners, Llc
    Orlando, FL
  • 2023-04-25 → 2024-06-18
    Pathstone
    Winter Park, FL
    Englewood, NJ
  • 2015-01-06 → 2017-03-24
    Northcoast Asset Management Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-06
  • S65 Uniform Investment Adviser Law Examination
    2015-01-06
Designations
Other Names
  • Andy Burrow

View on SEC IAPD

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Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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