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Robert Thomas Machado

Compass Rose Financial Planning & Investment Management

Palm Springs, CA

CRD 4935167

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Employer firm

Compass Rose Financial Planning & Investment Management CRD 144566

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Compass Rose Financial Planning & Investment Management

333 North Palm Canyon Drive Suite 112A, Palm Springs, CA 92262 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-06-20
  • CA RA
    APPROVED
    Since 2018-06-20

Branch Locations

333 North Palm Canyon Drive Suite 112A, Palm Springs, CA 92262 • 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
Compass Rose Financial Planning, Inc. Palm Springs CA 07/2007 Present
  • 07/2007 → Present
    Compass Rose Financial Planning, Inc.
    Palm Springs, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-24
  • S66 Uniform Combined State Law Examination
    2005-06-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

MELY RAMORAN-HUGHES
JENNIFER LYNNE MIRANDA
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Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PALM SPRINGS, CA
TCP ASSET MANAGEMENT, LLC · Palm Springs, CA
EDWARD JONES · PALM SPRINGS, CA

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