Brett David Robison

Current Employers

Employment History

• 01/1995 → 03/2025
  Brett Robison, Independent Insurance Agent
  Pocatello, ID
• 05/2004 → 03/2025
  Sanctuary Wealth Management, Llc
  Pocatello, ID
• 10/2015 → 10/2019
  Kalos Capital
  Alpharetta, GA
• 12/2021 → Present
  Fiduciary Services Llc
  Pocatello, ID
• 03/2025 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2022-01-10 → 2025-08-12
  Fiduciary Services Llc
  Pocatello, ID
• 2008-11-24 → 2025-03-14
  Sanctuary Wealth Management, Llc
  Pocatello, ID
• 2005-03-28 → 2008-12-19
  Cambridge Investment Research Advisors, Inc.
  Pocatello, ID
• 2004-01-27 → 2005-03-28
  Cambridge Investment Research, Inc.
  Pocatello, ID
• 1999-02-25 → 2004-01-28
  Voya Financial Advisors, Inc.
  Pocatello, ID

Other Businesses

Sanctuary Wealth Management, LLC; Investment Related; 275 South 5th Ave Ste 151 Pocatello, ID 83201; Holding Company; Member-Manager; May 17 2004; 35 hours monthly; 35 hours during trading hours; Participate in all aspects of business operations Fiduciary Services LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Registered Investment Advisor; Member-Manager; Oct 13 2021; 4 hours monthly; 4 hours during trading hours; Participate in aspects of business operations Community Capital Fund III LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Dec 09 2021; .25 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations Community Capital LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding / Management Company; Member -Manager; Jan 23 2020; 1 hour monthly; 0 hours during trading hours; Participate in all aspects of business operations Community Capital Fund IV LLC; Not Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding Company; Member-Manager; Aug 09 2022; .25 hours monthly; 0 hours during trading hours; No specific duties - along with ALL other Members collectively decide on business operations JJBC LLC; Not Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; May 17 2024; 2 hours monthly; 0 hours during trading hours; Work with developer in all phases of planning, construction and operations 5 Peaks LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Jun 12 2021; 2 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations Community Capital Fund 1 LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Jan 23 2020; .5 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations - but LLC only owns a piece of raw ground Backyard Properties LLC; Not Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Apr 14 2022; 1 hours monthly; 0 hours during trading hours; Participation in Profits, tax benefits Community Capital Fund V LLC; Not Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding Company; Member-Manager; Aug 18 2022; .25 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations No name- Direct contract; Not Investment Related; 275 South 5th Ave Ste 151 Pocatello, ID 83201; Rental Property; Manager owner; Jun 01 2023; .5 hours monthly; 0 hours during trading hours; Rental Manager Washington Financial; Not Investment Related; 275 South 5th Ave Ste 151 Pocatello, ID 83201; Management and Holding Company; Member-Manager; Jan 10 2011; 1 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations SD DEV Widgeon IRA LLC; Investment-related; 275 South 5th Ave Ste 151 Pocatello, Idaho 83201; Self Direct IRA custodied at Directed IRA; Manager; 2025-08-15; 5 hours monthly; 0 hours during securities trading hours; Outside activities will be using borrowed or invested funds to construct single family attached housing units. Contractor will be paid funds upon completion of work. Finances and payments will be done by member managers and bookkeeping will be done by an outside consultant. SD Dev Teal LLC ownership in Blackfoot Affordable Homes and Affordable Homes of Blackfoot; Investment Related; 802 East Pidcock Road Inkom Idaho 83245; Self Directed Roth IRA investment ownership in low cost housing development in Blackfoot idaho. Non controlling interest; Member; 2025-08-15; 5 hours monthly; 0 hours during securities trading hours; Outside activities will be using borrowed or invested fun

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-05
• S63 Uniform Securities Agent State Law Examination
  1994-04-19

Other Names

• Brett David Robinson
• Brett D Robison
• David Brett Robison