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Robert Adam Burgess

Edward Jones

Spartanburg, SC

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-21
SC RA APPROVED 2020-09-25
  • TX RA
    APPROVED_RES
    Since 2023-09-21
  • SC RA
    APPROVED
    Since 2020-09-25

Branch Locations

753 East Main Street, Spartanburg, SC 29302 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 02/2016 02/2019
Proequities, Inc. Spartanburg SC 02/2019 09/2020
Dba - Kyle Atkins Financial Group, Inc. Spartanburg SC 02/2019 09/2020
Edward Jones St.LOuis MO 09/2020 Present
  • 02/2016 → 02/2019
    Edward Jones
    St. Louis, MO
  • 02/2019 → 09/2020
    Proequities, Inc.
    Spartanburg, SC
  • 02/2019 → 09/2020
    Dba - Kyle Atkins Financial Group, Inc.
    Spartanburg, SC
  • 09/2020 → Present
    Edward Jones
    St.LOuis, MO
Previous Registrations
  • 2019-02-04 → 2020-10-19
    Concourse Financial Group Securities, Inc.
    Spartanburg, SC
  • 2016-05-20 → 2019-02-14
    Edward Jones
    Spartanburg, SC
    Boiling Springs, SC
    St Louis, MO
    Lyman, SC
    Boiling Springs, SC
    Spartanburg, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-29
  • S66 Uniform Combined State Law Examination
    2016-03-29

View on SEC IAPD

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MATTHEW JORDAN VAN NAME
Brittany Chester Bynum
Joseph P. Anderson

Other Offices

COLONIAL TRUST ADVISORS, INC. · SPARTANBURG, SC
NEWEDGE ADVISORS · Spartanburg, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SPARTANBURG, SC
FIRST CITIZENS INVESTOR SERVICES, INC. · Spartanburg, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
CETERA INVESTMENT ADVISERS LLC · SPARTANBURG, SC
LPL ENTERPRISE, LLC · SPARTANBURG, SC

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