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Robert Joseph Shull

Ptma Investment Advisors

Denver, CO

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Current Employers
Ptma Investment Advisors

717 17Th Street Suite 1850, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-10
  • CA RA
    APPROVED
    Since 2022-06-10

Branch Locations

717 17Th Street Suite 1850, Denver, CO 80202 • 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
Pnc Capital Advisors, Llc San Francisco CA 10/2016 11/2019
Pnc Funds Distributor, Llc San Francisco CA 10/2016 11/2019
Unemployment Livermore CA 06/2015 09/2016
American Savings Bank Honolulu HI 06/2021 08/2021
Unemployment Livermore CA 12/2019 06/2021
Unemployed Livermore CA 08/2021 02/2022
Jacob Strategies San Francisco CA 02/2022 03/2022
Emerge Capital Management Buffalo NY 03/2022 06/2022
Public Trust Advisors, Llc Denver CO 06/2022 Present
Pma Financial Network. Llc Naperville IL 09/2024 Present
Pma Securities, Llc Livermore CA 09/2024 Present
  • 10/2016 → 11/2019
    Pnc Capital Advisors, Llc
    San Francisco, CA
  • 10/2016 → 11/2019
    Pnc Funds Distributor, Llc
    San Francisco, CA
  • 06/2015 → 09/2016
    Unemployment
    Livermore, CA
  • 06/2021 → 08/2021
    American Savings Bank
    Honolulu, HI
  • 12/2019 → 06/2021
    Unemployment
    Livermore, CA
  • 08/2021 → 02/2022
    Unemployed
    Livermore, CA
  • 02/2022 → 03/2022
    Jacob Strategies
    San Francisco, CA
  • 03/2022 → 06/2022
    Emerge Capital Management
    Buffalo, NY
  • 06/2022 → Present
    Public Trust Advisors, Llc
    Denver, CO
  • 09/2024 → Present
    Pma Financial Network. Llc
    Naperville, IL
  • 09/2024 → Present
    Pma Securities, Llc
    Livermore, CA
Previous Registrations
  • 2022-04-15 → 2022-06-28
    Emerge Capital Management
    Livermore, CA
    Buffalo, NY
  • 2021-07-15 → 2021-08-09
    Cetera Investment Advisers Llc
    Honolulu, HI
    Honolulu, HI
  • 2017-04-05 → 2019-11-18
    Pnc Capital Advisors Llc
    San Francisco, CA
  • 2010-08-17 → 2013-05-13
    Kestra Investment Services, Llc
    Emeryville, CA
    Austin, TX
    Emerville, CA
  • 2010-02-02 → 2010-07-01
    Financial Telesis Inc
    San Rafael, CA
    Emeryville, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-29
S66 Uniform Combined State Law Examination 2017-04-03
  • S63 Uniform Securities Agent State Law Examination
    2025-05-29
  • S66 Uniform Combined State Law Examination
    2017-04-03
Other Names
  • Bob Shull
  • Robert Joseph Shull
  • Robert Joseph Shull

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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