Robert Joseph Polk

Current Employers

Employment History

• 02/2004 → 10/2024
  American Portfolios Financial Services, Inc.
  Westbury, NY
• 10/2024 → 10/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2010-01-26 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. LIFE, HEALTH INSURANCE, ANNUITIES 2. LAW OFFICES OF JERRY ANN CIRINO-TAX PREPARATION- NOT INVESTMENT RELATED-START DATE 01/2002- COMP 100,000-HOURS DEVOTED FEB THRU APRIL 160 3. PARTNER IN NOBLE FINANCIAL SOLUTIONS, SPECIALIZING IN EMPLOYEE BENEFITS; FULL TIME ALONG WITH BROKERAGE BUSINESS. 4. RJ POLK SERVICES LTD POSITION: OWNER NATURE: CORPORATION TAX PREPERATION INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2023 ADDRESS: 35 PINELAWN RD SUITE 190, MELVILLE NY 11747, United States DESCRIPTION: I prepare tax returns for clients 5. LAUNCH OPERATOR POSITION: LAUNCH OPERATOR NATURE: EMPLOYEE OF TOWN OF HUNTINGTON INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 100 MAIN ST, HUNTINGTON STATION NY 11743, United States DESCRIPTION: I WORK FOR THE TOWN OF HUNTINGTON OPERATING THE LAUNCH AT GOLDSTAR BEACH. I DRIVE CUSTOMERS OU TO THEIR BOATS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-01-08

Designations