Robert Michael Bertino

Current Employers

Employment History

• 02/2008 → Present
  Ubs Financial Services Inc
  Houston, TX

Other Businesses

1) RMB Associates, LLC / 5727 Stanford Avenue Dallas,TX 75209 / Other/ Other LLC for Private and Personal Investments / Private and Personal Investments / Other / Manager / Sole LLC Manager / Start Date 08/19/2016 2) BOB APP, INC. / 4008 East Side Ave Dallas,TX 75226 / Company/ Information Technology / An app that locates truck drivers for individuals to move large loads such as furniture / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / As an advisor, I'd meet at board meetings and give advice for growing the company / Start Date 01/06/2017 / 3) Name of Business: RMB Associates III, LLC./ Address: 5600 West Lovers Lane Suite 116 #200 Dallas Texas United States 75209./ Investment Related: Yes./ Nature: For personal and private investments./ Role: Proprietor / owner./ Duty: Entity for my personal and private investments./ Start Date: 5/31/2023./ Hours Devoted: N/A./ Time Required: N/A 4) Name of Business: RMB Associates IV, LLC/Address: 5600 West Lovers Lane Suite 116 #200 Dallas Texas United States 75209./ Investment Related: Yes./ Nature: For personal and private investments./ Role: Proprietor / owner./ Duty: Entity for my personal and private investments./ Start Date: 5/31/2023./ Hours Devoted: N/A./ Time Required: N/A 5) Name of Business: RMB Associates VI, LLC./ Address: 5600 West Lovers Lane Suite 116 #200 Dallas Texas United States 75209./ Investment Related: Yes./ Nature: For personal and private investments./ Role: Proprietor / owner./ Duty: Entity for my personal and private investments./ Start Date: 5/31/2023./ Hours Devoted: N/A./ Time Required: N/A 6) Name of Business: RMB Associates V, LLC./Address: 5600 West Lovers Lane Suite 116 #200 Dallas Texas United States 75209./ Investment Related: Yes./ Nature: For personal and private investments./ Role: Proprietor / owner./ Duty: Entity for my personal and private investments./ Start Date: 5/31/2023./ Hours Devoted: N/A./ Time Required: N/A 7) Katy Trail TrustUnited States, DallasTexas United States-75248, Trust, Real Estate, I am sole 100% owner of this "Privacy Trust" which is being used to shield my privacy and will hold one asset: a condo I am buying. There will be no brokerage account as there will be no money movements, Proprietor / owner, start date-9/28/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-12
• S63 Uniform Securities Agent State Law Examination
  1994-11-23