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Robert Kubik

Wedmont Private Capital

Grayslake, IL

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Current Employers
Wedmont Private Capital

26 South Church Street Suite 1A, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-30
TX RA APPROVED 2026-03-30
  • IL RA
    APPROVED
    Since 2026-03-30
  • TX RA
    APPROVED
    Since 2026-03-30

Branch Locations

Grayslake, IL • 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
Fidelity Brokerage Services Llc Highland Park IL 06/2016 03/2026
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2026
Fidelity Investments Boston MA 03/2025 03/2026
Wedmont Private Capital West Chester PA 03/2026 Present
  • 06/2016 → 03/2026
    Fidelity Brokerage Services Llc
    Highland Park, IL
  • 07/2018 → 03/2026
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Wedmont Private Capital
    West Chester, PA
Previous Registrations
  • 2025-03-31 → 2026-03-18
    Strategic Advisers Llc
    Grayslake, IL
    Covington, KY
    Covington, KY
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
    Grayslake, IL
  • 2016-07-15 → 2018-07-13
    Strategic Advisers Llc
    Highland Park, IL
  • 2015-02-27 → 2016-04-12
    Edward Jones
    Grayslake, IL
    Grayslake, IL
    St Louis, MO
    Gurnee, IL
Other Businesses

OBA-6820|OrgNmn:Kubik Inc|Org Addr:Grayslake,Illinois,US|OBA Nature:sales and installation of cust|Invst Rel:N|Title:Owner|Duties:sales and installation of custom blinds and closets|StrtDt:10-01-01|TotHrs/mon:5|TrdHrs/mon:0| Robert owns a rental property. He manages it outside business hours. This does not present any conflicts of interest or affect the performance of his duties and responsibilities as an IAR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-02
  • S66 Uniform Combined State Law Examination
    2015-01-02
Designations
Other Names
  • Robert Kubik
  • Robert David Kubik

View on SEC IAPD

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