Erin Alsman Robertson

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-05-25
IN	RA	APPROVED	2021-04-22
IL	RA	APPROVED	2021-04-14
TX	RA	APPROVED	2021-04-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	West Lafayette	IN	01/2011	11/2016
Tiaa	West Lafayette	IN	01/2011	12/2016
Charles Schwab & Co., Inc	Indianapolis	IN	12/2016	03/2021
Ivy Tech Community College	Terre Haute	IN	08/2009	12/2017
Educational Testing Service - Reader	Indianapolis	IN	08/2016	01/2017
Jpmorgan Chase Bank, N.A.	Chicago	IL	03/2021	Present
J.P. Morgan Securities Llc	Chicago	IL	03/2021	Present
Charles Schwab & Co	Indianapolis	IN	12/2016	03/2021

01/2011 → 11/2016

Tiaa-Cref Individual & Institutional Services, Llc

West Lafayette, IN
01/2011 → 12/2016

Tiaa

West Lafayette, IN
12/2016 → 03/2021

Charles Schwab & Co., Inc

Indianapolis, IN
08/2009 → 12/2017

Ivy Tech Community College

Terre Haute, IN
08/2016 → 01/2017

Educational Testing Service - Reader

Indianapolis, IN
03/2021 → Present

Jpmorgan Chase Bank, N.A.

Chicago, IL
03/2021 → Present

J.P. Morgan Securities Llc

Chicago, IL
12/2016 → 03/2021

Charles Schwab & Co

Indianapolis, IN

2017-01-18 → 2021-03-26

Charles Schwab & Co., Inc.

Indianapolis, IN

Phoenix, AZ
2010-11-19 → 2011-06-30

Indianapolis Neighborhood Housing Partnership

Indianapolis, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-13
S63	Uniform Securities Agent State Law Examination	2011-03-03

Other Firms