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Ryan B Robinson

Principal Advised Services

Lake Wylie, SC

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-06-14
NC RA APPROVED 2023-12-01
  • IA RA
    APPROVED
    Since 2024-06-14
  • NC RA
    APPROVED
    Since 2023-12-01

Branch Locations

Lake Wylie, SC • 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
Rhi General Group San Ramon CA 08/2020 12/2020
Wells Fargo Clearing Services Llc Charlotte NC 08/2020 04/2021
Door Dash Charlotte NC 08/2020 09/2020
Food Lion Charlotte NC 05/2018 08/2018
Prostaffing Conover NC 05/2017 08/2017
University Of North Carolina At Charlotte Charlotte NC 08/2015 05/2020
Principal Life Insurance Company Charlotte NC 04/2021 04/2024
Principal Securities, Inc. Charlotte NC 04/2021 Present
Principal Advised Services Charlotte NC 04/2024 Present
Principal Life Insurance Charlotte NC 04/2024 Present
  • 08/2020 → 12/2020
    Rhi General Group
    San Ramon, CA
  • 08/2020 → 04/2021
    Wells Fargo Clearing Services Llc
    Charlotte, NC
  • 08/2020 → 09/2020
    Door Dash
    Charlotte, NC
  • 05/2018 → 08/2018
    Food Lion
    Charlotte, NC
  • 05/2017 → 08/2017
    Prostaffing
    Conover, NC
  • 08/2015 → 05/2020
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 04/2021 → 04/2024
    Principal Life Insurance Company
    Charlotte, NC
  • 04/2021 → Present
    Principal Securities, Inc.
    Charlotte, NC
  • 04/2024 → Present
    Principal Advised Services
    Charlotte, NC
  • 04/2024 → Present
    Principal Life Insurance
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
S63 Uniform Securities Agent State Law Examination 2020-10-30
  • S66 Uniform Combined State Law Examination
    2023-11-30
  • S63 Uniform Securities Agent State Law Examination
    2020-10-30
Other Names
  • Ryan Robinson
  • Ryan Benjamin Nelson Robinson

View on SEC IAPD

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