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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-19 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
1163 Pittsford-Victor Road Suite 120, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael P. Robinson (Self) | Pittsford | NY | 03/1986 | Present |
| Clark Peshkin | Rochester | NY | 04/2023 | 03/2024 |
| Integrity Advisory Solutions | Pittsford | NY | 04/2024 | Present |
1) Robinson Wealth; Investment Related; 1163 Pittsford-Victor Road, Suite 120, Pittsford, NY 14534; DBA for Wealth Management; Investment Advisor; 04/17/2024; 40 hours per month; 30 hours during security hours; Assist clients with financial investments. 2) Law Office of Michael Robinson, P.C., Not investment related; 1163 Pittsford-Victor Road, Suite 120, Pittsford, NY 14534; Law practice; Attorney; 03/15/986; 160 hours per month; 160 hours during security hours; Provide legal advice and planning services to individuals and families. 3) American Academy Wealth; Investment Related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Wealth Management; Investment Advisor; 04/17/2024; 40 hours per month; 30 hours during security hours; Assist clients with financial investments. 4) American Academy of Estate Planning Attorneys; Not Investment Related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Attorney; Attorney; 06/01/1993; 160 hours per month; 160 hours during security hours; Provide legal advice and planning services to individuals and families
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-26 |
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