Robert Earle Phelan

Current Employers

Concierge Financial Advisor Llc

Parrish, FL • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-03-18
FL	RA	APPROVED	2021-06-07

TX RA
APPROVED_RES

Since 2023-03-18
FL RA
APPROVED

Since 2021-06-07

Branch Locations

Parrish, FL • 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

Organization	City	State	From	To
Risk Director Llc	Parrish	FL	08/2016	07/2023
Concierge Financial Advisor Llc	Parrish	FL	03/2021	Present

08/2016 → 07/2023

Risk Director Llc

Parrish, FL
03/2021 → Present

Concierge Financial Advisor Llc

Parrish, FL

Other Businesses

Robert Phelan, member of Rye Meadow Ranch LLC; Investment related business: No; Address: 3828 Twin Rivers Trl, Parrish, FL 34219; Nature of Business: Farm; Start Date: 03/15/2024; Duties: Farm management, animal and grounds care and maintenance, and financial review; Hours/Month: 45 hours/month; Hours devoted to other business during trading hours: 0 hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-28

S65 Uniform Investment Adviser Law Examination

2020-08-28

Designations

View on SEC IAPD