Timothy Robbins

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-05-02
TX	RA	APPROVED	2023-05-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rohnert Park	CA	12/2020	04/2023
Bank Of America, N.A.	Santa Rosa	CA	11/2019	04/2023
La Gare French Restaurant	Santa Rosa	CA	10/2012	11/2019
J.P. Morgan Securities Llc	Novato	CA	05/2023	Present
Jpmorgan Chase Bank, N.A.	Novato	CA	05/2023	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rohnert Park	CA	11/2019	04/2023

12/2020 → 04/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rohnert Park, CA
11/2019 → 04/2023

Bank Of America, N.A.

Santa Rosa, CA
10/2012 → 11/2019

La Gare French Restaurant

Santa Rosa, CA
05/2023 → Present

J.P. Morgan Securities Llc

Novato, CA
05/2023 → Present

Jpmorgan Chase Bank, N.A.

Novato, CA
11/2019 → 04/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rohnert Park, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-16