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Joshua Robbins

Halbert Hargrove

Long Beach, CA

Scottsdale, AZ

CRD 6489349

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Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-07
AZ RA APPROVED 2022-08-10
  • TX RA
    APPROVED
    Since 2024-05-07
  • AZ RA
    APPROVED
    Since 2022-08-10

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

14850 North Scottsdale Road Suite 250, Scottsdale, AZ 85254 • 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
Robert W Baird Milwaukee WI 03/2017 05/2022
Robert W Baird Milwaukee WI 03/2015 03/2017
Halbert Hargrove Global Advisors Scottsdale AZ 05/2022 Present
  • 03/2017 → 05/2022
    Robert W Baird
    Milwaukee, WI
  • 03/2015 → 03/2017
    Robert W Baird
    Milwaukee, WI
  • 05/2022 → Present
    Halbert Hargrove Global Advisors
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2018-03-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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