Robert Elliott Loupee

Current Employers

Employment History

• 08/2011 → 10/2020
  Ubs Financial Services Inc.
  Farmington Hills, MI
• 10/2020 → Present
  Rbc Capital Markets, Llc
  Bloomfield Hills, MI

Previous Registrations

• 2011-08-26 → 2020-11-04
  Ubs Financial Services Inc.
  Farmington Hills, MI
• 2006-06-09 → 2011-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Auburn Hills, MI
  Farmington Hills, MI

Other Businesses

(1) NAME OF ENTITY: Walter's Beach Condominium Association ADDRESS: 974 Sunset Drive, Waterford MI 48328 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Condo Association CAPACITY: Board of Directors *, Treasurer START DATE: 7/1/2021 DUTIES: This is a cash balancing position where I take in monthly HOA fees and pay bills. There will not be any investments involved. HOURS DEVOTED PER MONTH: 21 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (2) NAME OF ENTITY: FINRA ADDRESS: 1735 K Street, NW, Washington DC 20006 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Arbitrator CAPACITY: Independent Contractor/Consultant START DATE: 12/01/21 DUTIES: Acting on an arbitration panel HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (3) NAME OF ENTITY: Accent Pontiac ADDRESS: 12 N. Saginaw St., Pontiac, MI 48342 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Pontiac Michigan youth charity through music CAPACITY: Board of Directors *, Treasurer START DATE: 05/23/2023 DUTIES: In addition to overseeing investments, I will be involved with budget decisions and general board decisions. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.5

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-14
• S63 Uniform Securities Agent State Law Examination
  1981-10-06