Robert Addison Caldwell

Current Employers

Employment History

• 12/1996 → Present
  Robert A Caldwell, Cpa
  Jackson, TN
• 10/2000 → 10/2022
  Dominion Investor Services, Inc.
  Horseshoe Bay, TX
• 04/2005 → 06/2021
  Dominion Portfolio Management, Inc.
  Horseshoe Bay, TX
• 08/2004 → Present
  Caldwell Financial Group
  Jackson, TN
• 08/2020 → 03/2023
  Stonebridge Investment Advisors, Llc
  Jackson, TN
• 10/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2020-08-31 → 2023-03-31
  Stonebridge Investment Advisors, Llc
  Jackson, TN
• 2005-08-16 → 2021-06-30
  Dominion Portfolio Management, Inc.
  Jackson, TN
  Jackson, TN

Other Businesses

1) ROBERT A. CALDWELL, CPA / 2802-A NORTH HIGHLAND AVE, JACKSON TN 38305 / 05/01/1983 / NIR / CPA PRACTICE / 80 HR/MO - 80 HR/MO TRADING 2) INSURANCE / 2802-A NORTH HIGHLAND AVE, JACKSON TN 38305 / 01/01/1990 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES / 8 HR/MO - 4 HR/MO TRADING 3) FAMILY MEDIATOR / 2802-A NORTH HIGHLAND AVE, JACKSON TN 38305 / 01/24/2012 / NIR / LICENSED WITH TENNESSEE SUPREME COURT ALT DISPUTE RESOLUTION COMMISSION / 0 HR/MO - 0 HR/MO TRADING 4) CALDWELL CAPITAL MANAGEMENT, LLC / 2802-A NORTH HIGHLAND AVE, JACKSON TN 38305 / 06/15/2020 / NIR / OWNER - RENTAL PROPERTY / 4 HR/MO - 0 HR/MO TRADING 5) REV. ROBERT A. CALDWELL / 32 Oakmont Place, Jackson TN 38305 / 01/20/2022 / NIR / PASTOR / 20 HR/MO - 0 HR/MO TRADING 6) STONEBRIDGE INVESTMENT ADVISORS, LLC / 2802 North Highland Ave., Suite B, JACKSON TN 38305 / 09/08/2023 / INV REL / IAR - TRANSISTION RIA / 80 HR/MO - 70 HR/MO TRADING 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 10/2022, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 8) PASTOR, 3259 Hwy. 70 East, Jackson TN 38305, United States, 07/01/2024, Pastor, NIR, 20/MO - 0/Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-15
• S63 Uniform Securities Agent State Law Examination
  1996-06-24

Other Names

• Robert Addison Caldwell