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Robert Luke Elliston

Cpr Investments Inc

Rochester, MI

Powhatan, VA

CRD 7187130

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Employer firm

Cpr Investments Inc CRD 139067

$239M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Cpr Investments Inc

1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-10-09
  • VA RA
    APPROVED
    Since 2019-10-09

Branch Locations

1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States

Powhatan, VA • 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
Cpr Investments Inc. Rochester MI 10/2019 Present
Abio Clinical Moseley VA 01/2018 Present
Global Institute For Research Richmond VA 09/2013 Present
Robert Luke Elliston, Sole Proprietor Powhatan VA 01/2022 Present
  • 10/2019 → Present
    Rochester, MI
  • 01/2018 → Present
    Abio Clinical
    Moseley, VA
  • 09/2013 → Present
    Global Institute For Research
    Richmond, VA
  • 01/2022 → Present
    Robert Luke Elliston, Sole Proprietor
    Powhatan, VA
Other Businesses

1) ABIO CLINICAL; NON-INVESTMENT RELATED; CORPORATE MANAGER; MANAGE ALL BUSINESS FUNCTIONS AND INTERNAL BACK-END OPERATIONS; START 01/2018; MOSELEY, VA; APPROXIMATELY 120 HOURS/MONTH SPENT IN THIS BUSINESS PRACTICE. 2) GLOBAL INSTITUTE FOR RESEARCH; NON-INVESTMENT RELATED; PROJECT MANAGER; START 09/2013; RICHMOND, VA; APPROXIMATELY 160 HOURS/MONTH SPENT IN THIS BUSINESS PRACTICE. 3) Insurance agent; investment related; Powhatan, VA; Started 01/2022; aprrox 10 hours a month and during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-27
  • S65 Uniform Investment Adviser Law Examination
    2019-09-27
Other Names
  • Luke Elliston

View on SEC IAPD

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