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Jeffrey Stewart Roberts

Advus Financial Partners, LLC

Winter Park, FL

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Current Employers
Advus Financial Partners, Llc

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-29
  • FL RA
    APPROVED
    Since 2025-01-29

Branch Locations

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • 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
Lpl Financial Winter Park FL 01/2015 05/2017
Resources Investment Advisors, Inc. Overland Park KS 06/2016 05/2017
Chepenik Financial Winter Park FL 01/2015 05/2017
Lamco Advisory Services, Inc. Lake Mary FL 05/2017 08/2020
Black Diamond Jacksonville FL 08/2020 03/2021
Advus Financial Partners, Llc Winter Park FL 06/2021 Present
Lamco Advisory Services, Inc. Lake Mary FL 04/2021 05/2021
  • 01/2015 → 05/2017
    Lpl Financial
    Winter Park, FL
  • 06/2016 → 05/2017
    Resources Investment Advisors, Inc.
    Overland Park, KS
  • 01/2015 → 05/2017
    Chepenik Financial
    Winter Park, FL
  • 05/2017 → 08/2020
    Lamco Advisory Services, Inc.
    Lake Mary, FL
  • 08/2020 → 03/2021
    Black Diamond
    Jacksonville, FL
  • 06/2021 → Present
    Advus Financial Partners, Llc
    Winter Park, FL
  • 04/2021 → 05/2021
    Lamco Advisory Services, Inc.
    Lake Mary, FL
Previous Registrations
  • 2017-07-10 → 2020-09-28
    Lamco Advisory Services Inc.
    Windermere, FL
  • 2016-11-02 → 2017-04-13
    Onedigital
    Winter Park, FL
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-18
  • S65 Uniform Investment Adviser Law Examination
    2016-10-18

View on SEC IAPD

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Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

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