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5090 N. 40Th Street Suite 205, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 1999-11-01 |
Branch Locations
5090 N. 40Th Street Suite 205, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Korljan, Ltd | Phoenix | AZ | 01/1992 | 04/2017 |
| Corporate Benefit Services, Inc. | Phoenix | AZ | 07/2002 | Present |
| Roosevelt Community Church | Phoenix | AZ | 06/2003 | 03/2024 |
| Eaton-Cambridge Cpa, Pc (Formerly Robert R Korljan Cpa, Ltd) | Scottsdale | AZ | 10/2013 | 12/2022 |
| Cambridge Tax Advisory, Llc | Phoenix | AZ | 10/2004 | Present |
| The Bridge Tax Advisory, Llc | Phoenix | AZ | 06/2016 | 12/2016 |
| Johnson Wealth Management, Llc | Phoenix | AZ | 02/2020 | 04/2024 |
| Eaton-Cambridge Cpa Pc | Phoenix | AZ | 10/2017 | 12/2022 |
| Eaton-Cambridge Inc. | Phoenix | AZ | 08/1998 | Present |
| Cambridge Tax Advisory, Llc | Phoenix | AZ | 10/2004 | Present |
| 724 Capital, Llc | Phoenix | AZ | 08/2024 | Present |
Robert Korljan owns Corporate Benefit Services, Inc. that offers payroll services. Robert Korljan owns Cambridge Tax Advisory LLC. that offers tax consulting. Robert Korljan is a board member and shareholder of a privately-held company called Bone Foam Inc. in which he spends 5 hours per month. Robert Korljan is a board member of Solid Rock, an Arizona-based company that provides vocational training to teens, and in which he spends 1-2 hours per month (0 hours during trading hours), not investment-related Robert Korljan is a board member of Scalpel at the Cross, a Minnesota-based company that provides medical services in Peru, and in which he spends 1-2 hours per month (0 hours during trading hours), not investment related. Robert Korljan is dually registered as an Investment Adviser Representative with 724 Capital. Mr. Korljan spends approximately 15 hours per month on this activity. Insurance commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-25 |
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