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Robert Michael Richardson

Winthrop Partners - Wpa , LLC

Pittburgh, PA

Orchard, NY

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Current Employers
Winthrop Partners - Wpa , Llc

21 Princeton Place Suite 230, Orchard, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-22
  • PA RA
    APPROVED
    Since 2025-07-22

Branch Locations

Edgewood Station 101 E Swissvale Avenue, Pittburgh, PA 15218 • United States

21 Princeton Place Suite 230, Orchard, NY 14127 • 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
Ewa, Llc Pittsburgh PA 10/2022 02/2023
Student Pittsburgh PA 05/2011 10/2022
Forum Financial Management Lombard IL 03/2023 05/2025
Winthrop Partners - Wpa, Llc Pittsburgh PA 06/2025 Present
  • 10/2022 → 02/2023
    Ewa, Llc
    Pittsburgh, PA
  • 05/2011 → 10/2022
    Student
    Pittsburgh, PA
  • 03/2023 → 05/2025
    Forum Financial Management
    Lombard, IL
  • 06/2025 → Present
    Winthrop Partners - Wpa, Llc
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-16
  • S65 Uniform Investment Adviser Law Examination
    2025-04-16
Other Names
  • Rob Michael Richardson

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · PITTSBURGH, PA
CITIZENS SECURITIES, INC. · PITTSBURGH, PA
KRAMER FIDUCIARY SERVICES · PITTSBURGH, PA
EDWARD JONES · PITTSBURGH, PA
OSAIC INSTITUTIONS, INC. · Homestead, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
SPIRE WEALTH MANAGEMENT, LLC · PITTSBURGH, PA
J.P. MORGAN SECURITIES LLC · Pittsburgh, PA

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