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187 Danbury Road Suite 201, Wilton, CT 06897 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-08 |
| CT | RA | APPROVED | 2022-02-23 |
Branch Locations
600 Mamaroneck Ave Suite 400, Harrison, NY 10528 • United States
187 Danbury Road Suite 201, Wilton, CT 06897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 10/1985 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Summit Brokerage Services, Inc. | Harrison | NY | 09/2016 | 09/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 12/2021 |
| Round Rock Advisors, Llc | Wilton | CT | 01/2022 | Present |
(1) ROBERT A. WEINSTEIN, CPA; NOT INVESTMENT RELATED; Harrison, NY; CPA Practice: Sole proprietor; Start Date 01/01/2001; 160 HOURS PER MONTH 5 DURING TRADING HOURS; TAX PREP AND ACCOUNTING SERVICES. (2) Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-10 |
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