Charles Douglas Robinson

Current Employers

Employment History

• 05/2013 → 11/2017
  Lpl Financial Llc
  Charlotte, NC
• 05/2013 → 11/2017
  Cornerstone Financial Partners, Inc.
  Charlotte, NC
• 01/2018 → 08/2020
  Cornerstone Wealth Group, Llc
  Huntersville, NC
• 08/2020 → 06/2021
  Keebeck Wealth Management Llc
  Matthews, NC
• 06/2021 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2020-08-17 → 2021-07-02
  Keebeck Wealth Management
  Chicago, IL
  Matthews, NC
• 2018-01-03 → 2020-08-17
  Cornerstone Wealth
  Huntersville, NC
• 2013-05-14 → 2017-12-31
  Cornerstone Wealth
  Huntersville, NC
  Huntersville, NC
• 2009-09-29 → 2013-05-07
  Kestra Investment Services, Llc
  Pineville, NC
  Pittsburgh, PA
  Pittsburgh, PA
• 2006-08-25 → 2009-09-15
  Ameriprise Financial Services, Llc
  Charlotte, NC

Other Businesses

(1) 23 PLANNING, LLC (ADDRESS: 701 AMANDA DRIVE MATTHEWS, NC 28104) - NON-INVESTMENT RELATED, THIS IS WHERE MY INCOME FROM INVESTMENT ADVISOR ACTIVITY IS PAID, SOLE MEMBER, STARTED :8/2020, 1 HOUR PER MONTH (RECORD KEEPING), 0 HOURS COMMITTED DURING TRADING HOURS (2) 23 ACORN, LLC (ADDRESS: 701 AMANDA DRIVE MATTHEWS, NC 28104) - NON-INVESTMENT REALATED, THIS IS WHERE INCOME FROM D9C2 HOLDINGS IS PAID, SOLE MEMBER, STARTED: 10/2019, 1 HOUR PER MOHTH (RECORD KEEPING), 0 HOURS COMMITTED DURING TRADING HOURS (3) D9C2 HOLDINGS, LLC - (ADDRESS: 701 AMANDA DRIVE MATTHEWS, NC 28104) - INVEST IN REAL ESTATE, MEMBER, STARTED: 10/2019 4 HOURS PER MONTH, 0 HOURS COMMITTED DURING TRADING HOURS, SEEK, REVIEW, AND MONITOR REAL ESTATE INVESTMENT OPPORTUNITIES (4) 4211 E. COTTON, LLC- (ADDRESS: 504 CENTENNIAL BLVD UNIT 1198 VOORHEES, NJ 08043) - INVEST IN MULTI FAMILY REAL ESTATE, MEMBER (BY WAY OF D9C2 HOLDINGS WHICH IS A 50/50 PARTNER IN THIS LLC), STARTED: 9/2020, 1 HOUR PER MONTH, 0 HOURS COMMITTED DURING TRADING HOURS, MONITOR CURRENT INVESTMENT PROPERTIES WITH PROPERTY MANAGER (5) DAC-ENC PROPERTIES, LLC (ADDRESS: 504 CENTENNIAL BLVD UNIT 1198 VOORHEES, NJ 08043) - RESIDENTIAL BUILDER, MEMBER (BY WAY OF D9C2 HOLDINGS WHICH IS A 67/33 PARTNER IN THIS LLC) STARTED":9/2020, 5 HOURS PER MONTH, 0 HOURS COMMITTED DURING TRADING HOURS, SEEK, REVIEW, AND MONITOR RESIDENTIAL BUILDING OPPORTUNITIES WITH D9C2 HOLDING MEMBERS. (6) MS4MS (MISSION STADIUMS 4 MULTIPLE SCLEROSIS) ADDRESS: PO BOX 511 ARNOLD, MD - BOARD MEMBER, STARTED POSITON FEB 2021, 1.5 HOURS EVERY 3 MONTHS, 0 HOURS COMMITTED DURING TRADING HOURS, WORK WITH BOARD MEMBERS TO HELP SUPPORT DAILY OPERATIONAL STAFF WITH STRATEGIC DECISION INVOLVING GROWTH OF THE ORGANIZATION. (7) Fieldpoint Private Bank & Trust, located at 100 Field Point Road, Greenwich, CT 06830. Refers clients to the bank and receives a referral fee for bank loans, asset backed security loans, mortgages and other type of loans. No position held within the bank, this is just referral business to help Summit clients with services they provide; started February, 2023. Less than 1 hour per month, if there is a fit for a banking service for a client; less than 1 hour during securities trading. (8) The Pinnacle Group; Not-investment related, this is an insurance agency; Address: 12724 Gran Bay Parkway Bldg. 1, Suite 150 Jacksonsville, FL 32258; nature of business: insurance products (Life, DI, LTC); https://pinnacleifs.com/; Position: Contractor; Start: TBD; Less than 10 hours per month devoted to this activity; 4 hours per month during securities trading hours. (9) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Robinson Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-24
• S63 Uniform Securities Agent State Law Examination
  2005-11-30

Other Names

• Charles D Robinson
• Charlie Robinson