Robert Henry Breslin

Current Employers

Employment History

• 06/2014 → 06/2017
  Dedham Savings Bank
  Norwood, MA
• 06/2014 → 06/2017
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 09/2017 → 03/2020
  Financial Architects Partners
  Boston, MA
• 06/2020 → 06/2025
  Rhb Llc Dba Financial Life Planning
  Saunderstown, RI
• 05/2022 → Present
  Congress Wealth Management Llc
  Saunderstown, RI

Previous Registrations

• 2018-10-31 → 2020-06-08
  Kestra Advisory Services, Llc
  Boston, MA
  Austin, TX
• 2014-07-18 → 2017-06-06
  Sorrento Pacific Financial, Llc
  Norwood, MA
• 2014-01-02 → 2014-06-05
  Santander Securities Llc
  Boston, MA
  Dorchester, MA
  Boston, MA
  Boston, MA
  Framingham, MA
  West Roxbury, MA
  Roxbury, MA
  Brighton, MA
  Boston, MA
  Brighton, MA

Other Businesses

1) Business Name: Prospect Street Properties Investment Related: No Address: 1130 Ten Rod Rd Ste B206 North Kingstown RI 02852 Nature of Business: Real Estate Position, Title or Relationship: Manager/Owner Start Date: 8/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Oversee properties, pay bills, collect rent. 2) Business Name: Prospect Street Properties II Investment Related: Yes Address: 1130 Ten Rod Rd Ste B206 North Kingstown RI 02852 Nature of Business: Real Estate Position, Title or Relationship: Manager/Owner Start Date: 11/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Oversee properties, pay bills, collect rent. 3) Jones & Associates, Inv Related, 555 St Charles St, Ste 200, Thousand Oaks, CA 91360, Institutional Broker, Shareholder, 07/15/1999, 0 Hrs/Mnth, Receives dividend payments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-27
• S63 Uniform Securities Agent State Law Examination
  1992-09-11

Designations

Other Names

• Robert H Breslin
• Robert Henry Breslin
• Robert Henry Breslin
• Robert Henry Breslin