Calvin Thomas Robinson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 01/2018
  Goldbloom Wealth Management
  Bellevue, WA
• 03/2016 → 01/2018
  Goldbloom Wealth Management Llc
  Bellevue, WA
• 01/2018 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 10/2020 → 11/2020
  Securities America, Inc.
  Seattle, WA
• 10/2020 → 11/2020
  Securities America Advisors
  Seattle, WA
• 11/2020 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 11/2020 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 11/2020 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 02/2023 → 08/2024
  Triad Advisors Llc
  Norcross, GA
• 11/2020 → 01/2024
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 02/2023 → 06/2024
  Securities America, Inc.
  Lavista, NE

Previous Registrations

• 2020-11-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Seattle, WA
  Oakdale, MN
• 2020-11-17 → 2023-11-03
  Fsc Securities Corporation
  Seattle, WA
  Atlanta, GA
• 2020-11-17 → 2023-09-01
  Osaic Services, Inc.
  Seattle, WA
  Scottsdale, AZ
• 2020-10-08 → 2020-12-02
  Securities America Advisors, Inc.
  Seattle, WA
• 2018-01-26 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Seattle, WA
• 2016-03-10 → 2018-01-25
  Goldbloom Wealth Management Llc
  Mercer Island, WA

Other Businesses

1. R. ROBINSON TRUST POSITION: Successor Trustee NATURE: Living Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2018 ADDRESS: 34600 Cottonwood Dr. SE, Snoqualmie WA 98065, United States DESCRIPTION: No active duties, powers etc. successor trustee for immediate family member 2. E. ROBINSON TRUST POSITION: Successor Trustee NATURE: Living Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2018 ADDRESS: 34600 Cottonwood Dr. SE, Snoqualmie WA 98065, United States DESCRIPTION: No active duties,power etc. Successor Trustee for immediate family member

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-18
• S65 Uniform Investment Adviser Law Examination
  2016-02-25