Josiah David Robison

Current Employers

Rise Financial Partners

St Petersburg, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-01-21

FL RA
APPROVED

Since 2022-01-21

Branch Locations

Colorado Springs, CO • United States

St Petersburg, FL • 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

Organization	City	State	From	To
Rise Financial Partners Llc	Philadelphia	PA	08/2021	01/2022
Rise Financial Partners Llc	Philadelphia	PA	09/2019	08/2021
University Of Pennsylvania	Philadelphia	PA	09/2015	08/2021
Rise Financial Partners Llc	Sarasota	FL	01/2022	Present
Cassell Counseling Llc	Philadelphia	PA	06/2022	Present

08/2021 → 01/2022

Rise Financial Partners Llc

Philadelphia, PA
09/2019 → 08/2021

Rise Financial Partners Llc

Philadelphia, PA
09/2015 → 08/2021

University Of Pennsylvania

Philadelphia, PA
01/2022 → Present

Rise Financial Partners Llc

Sarasota, FL
06/2022 → Present

Cassell Counseling Llc

Philadelphia, PA

Other Businesses

Chief Financial Officer at Cassell Counseling LLC 1619 Ashurst Rd, Philadelphia, PA 19151 Business is NOT investment related, business is a small mental health clinic. Start date: 06/2022 Approximate hours/month devoted to this business: 30 Number of hours devoted to this business during securities trading hours: 5 Duties include strategic planning, running payroll, and insurance claim billing.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-14

S65 Uniform Investment Adviser Law Examination

2021-07-14