William James Robinson

Current Employers

Employment History

• 09/2015 → Present
  Principal Life Insurance Company
  Modesto, CA
• 09/2015 → Present
  Principal Securities Inc
  Modesto, CA

Other Businesses

**Modesto Chamber of Commerce; Not Investment Related; Modesto, CA; Director; Know of and approve policies and programs, recruit and retain members. Attend monthly board meetings, serve as ambassador to support current members. Attend sponsored events and ribbon cutting ceremonies. Serve on Finance Committee. No check writing or funds handling. Only analysis and suggestions of budgetary items.; Start Date: 08/30/2016; 8 hrs per month; 8 during trading hours. **Fixed Insurance, Group Benefits, 03/07/17. **Riverbank Chamber of Commerce; Not Investment Related; PO Box 340, Riverbank, CA 95367; Chairman; Preside at all meetings, determine the need for and appoint directors to committees/vacancies.; Start Date: 05/01/2018; 12-16 hrs per month; 8 during trading hours. **Fixed Insurance; Investment Related; 301 Banner Ct, Ste 1, Modesto, CA 95356; Life, Annuity, DI, LTC; Sales; Start Date: 04/27/2018; 16 hrs per month; 5 during trading hours. **RIVERBANK CHAMBER OF COMMERCE POSITION: Director NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: PO Box 1512, Riverbank CA 95367, United States DESCRIPTION: Attend board meetings, participate in community activities, support members in their involvement with the organization. **BBR HOMESTEAD POSITION: Member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1001 Townhill Rd, Oakdale CA 95361, United States DESCRIPTION: Role: Member/Owner Responsibilities: Orchard operations and management Products & Services: Farming **RAMM POSITION: Member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1001 Townhill Rd, Oakdale CA 95361, United States DESCRIPTION: S-Corp held for tax considerations only

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2016-02-19
• S66 Uniform Combined State Law Examination
  2015-12-22

Other Names

• Bill Robinson