Robert Duncan Aikins

Current Employers

Employment History

• 04/2015 → 07/2019
  J.P. Morgan Securities Llc
  Novato, CA
• 10/2010 → 06/2017
  Petaluma American Title League
  Petaluma, CA
• 05/2015 → 11/2021
  Grn Black Oak Investments, Llp
  Land O' Lakes, WI
• 07/2019 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 07/2019 → 04/2023
  Bank Of America, N.A.
  Green Bay, WI
• 04/2023 → Present
  Lpl Financial Llc
  Green Bay, WI
• 04/2023 → Present
  Gateway Wealth Partners, Llc
  Green Bay, WI

Previous Registrations

• 2019-07-10 → 2023-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 2015-04-09 → 2019-07-17
  J.P. Morgan Securities Llc
  Novato, CA
  Green Bay, WI
• 2014-06-02 → 2015-04-08
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
  Santa Rosa, CA
• 2012-10-01 → 2014-06-09
  J.P. Morgan Securities Llc
  Novato, CA
• 2012-06-20 → 2012-10-01
  Chase Investment Services Corp.
  Novato, CA
• 2008-11-21 → 2012-06-01
  Charles Schwab & Co., Inc.
  Santa Rosa, CA

Other Businesses

1) 04/06/2023 - Gateway Financial Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/03/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 2) Insurance Sales; Same Address; Investment Related; Appx. 10% of time during the month. 3) 04/06/2023 - No Business Name - Not Investment Related - Green Bay, WI - Other - Coach/Sports/Fitness - Start Date 06/03/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading 4) 04/06/2023 - Black Oak Lake Preservation Foundation- Not Investment Related - Land O Lakes, WI - Non-Profit Board Member - Start Date 07/04/2020 - 1 Hours Per Month 5) 04/06/2023 - De Pere High School - Non-Investment Related - De Pere, WI - Other - Coach/Sports/Fitness - Baseball Coach Start Date 03/13/2023 - 40 Hrs/Mnth - Time Spent 10% 6) 04/06/2023 - Artifacts Committee of the Green Bay and De Pere Antiquarians Society - Not Investment Related - Green Bay, WI - Start Date 01/09/2019 - 2 Hours Per Month - Time Spent 1% 7) 05/03/2023 - GATEWAY WEALTH PARTNERS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 03/03/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 05/03/2023 - GATEWAY WEALTH PARTNERS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 03/10/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-20

Other Names

• Rob Aikins
• Robert Duncan Aikins
• Robert Aikins