Fredrick James Robinson

Current Employers

Employment History

• 07/2010 → Present
  Fred Robinson Tax
  Morris, IL
• 08/2010 → Present
  Robinson Family Farm
  Morris, IL
• 09/2013 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 09/2021
  Securities America, Inc.
  Morris, IL
• 11/2020 → 09/2021
  Arbor Point Advisors
  Morris, IL
• 10/2012 → Present
  O'HAgan Group, Inc.
  Bethlehem, PA
• 10/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-11-06 → 2021-09-30
  Arbor Point Advisors
  Morris, IL
• 2013-09-30 → 2020-11-06
  Kms Financial Services, Inc.
  Morris, IL
  Seattle, WA
  Morris, IL
  Seattle, WA
• 2013-01-18 → 2013-12-31
  Pks Advisory Services, Llc
  Morris, IL
  Albany, NY
• 2012-07-24 → 2012-12-31
  Lpl Financial Llc
  Morris, IL

Other Businesses

1) THE O'HAGAN GROUP. Investment Related. Located at 105 W Washington Street, Morris, IL 60450. Nature - RIA. Position - Chief Compliance Officer. Start - 10/2012. 120 hours per month, 120 hours during trading hours. Duties - Actively Managing client's fee based accounts. 2) ROBINSON FARMS. Not Investment Related. Located at 105 W Washington Street, Morris, IL 60450. Nature - Grain farming. Position - Farmer. Start - 1992. 10 hours per month, 5 hours during trading hours. Duties - plant and harvest 320 acres of corn and soybeans. 3) FRED ROBINSON TAX. Not Investment Related. Located at 105 W Washington Street, Morris, IL 60450. Nature - Individual Income Tax Preparation. Position - Tax Preparer. Start - 02/1994. 10 hours per month, 10 hours during trading hours. Duties - Prepare and file individual income taxes. 4) FIXED INSURANCE. Investment Related. Located at 105 W Washington Street, Morris, IL 60450. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 10/2021. 2 hours per month, 2 hours during trading hours. Duties - Sales of Fixed / Traditional Insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-18
• S63 Uniform Securities Agent State Law Examination
  1986-09-23

Other Names

• Fredrick J Robinson