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Current Employers
Pacific Peak Advisors, Llc

120 2Nd Avenue Suite 108, Ketchum, ID 83340 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-27
ID RA APPROVED 2023-06-26
  • TX RA
    APPROVED_RES
    Since 2023-06-27
  • ID RA
    APPROVED
    Since 2023-06-26

Branch Locations

120 N Second Avenue Suite 108, Ketchum, ID 83340 • 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
The Leaders Group, Inc. Littleton CO 09/2002 Present
Tlg Advisors Littleton CO 01/2004 Present
Trumark Financial Pleasanton CA 01/2016 12/2016
Pacific Peak Advisors, Llc Ketchum ID 01/2015 Present
  • 09/2002 → Present
    The Leaders Group, Inc.
    Littleton, CO
  • 01/2004 → Present
    Tlg Advisors
    Littleton, CO
  • 01/2016 → 12/2016
    Trumark Financial
    Pleasanton, CA
  • 01/2015 → Present
    Ketchum, ID
Previous Registrations
  • 2004-01-06 → 2023-11-08
    Newport Beach, CA
    Irvine, CA
    Newport Beach, CA
    Summit, NJ
    Sun Valley, ID
    Aliso Viejo, CA
    Ketchum, ID
  • 2002-04-18 → 2002-10-04
    Securian Financial Services, Inc.
    Newport Beach, CA
Other Businesses

1.) RJR Insurance And Financial Services, LLC - 1/1/2006 - 120 2nd Ave N Suite 108 Ketchum ID 83340 - Owner/President, life & health insurance sales, insurance agency, Investment Rel, 10 hrs/mo; 0 hrs/mo (during trading hours). 2.) PACIFIC PEAK ADVISORS - 1/1/2015 - 120 2nd ave. Suite 108 Ketchum Idaho 83343 - Investment advisor representative/principal/ compliance, investment advisory, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC. - 1/2/2004 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-09-14
  • S63 Uniform Securities Agent State Law Examination
    1988-09-14
Other Names
  • Robin Jones Robertson
  • Robin Jean Kovich
  • Robin Jones
  • Robin Jones Kovich
  • Robin Jean Kovich
  • Jones Robin Jean Kovich
  • Robin Jean Jones
  • Robin Jones Kovich Robertson

View on SEC IAPD

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