Best Investors Account Sign in

Robert George Burleson

Keel Point, LLC

Greenville, NC

Claim This Profile
Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-10-17
TX RA APPROVED 2018-10-17
  • NC RA
    APPROVED
    Since 2018-10-17
  • TX RA
    APPROVED
    Since 2018-10-17

Branch Locations

620 -C Red Banks Road, Greenville, NC 27858 • 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
OrganizationCityStateFromTo
Cambridge Investment Research Inc Fairfield IA 05/2013 Present
Cambridge Investment Research Advisors Inc. Fairfield IA 05/2013 Present
Keel Point Vienna VA 10/2018 Present
Previous Registrations
Other Businesses

1.Brook Valley Country Club Men's Golf Association, Treasurer, Start Date:2/1/2019, 2 hours/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-05
S63 Uniform Securities Agent State Law Examination 1995-02-07
  • S65 Uniform Investment Adviser Law Examination
    2001-02-05
  • S63 Uniform Securities Agent State Law Examination
    1995-02-07
Other Names
  • Robert George Burleson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor