Robert Daly

Current Employers

Farmers Asset Management, Llc

30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-17

TX RA
APPROVED

Since 2026-08-17

Branch Locations

30700 Russell Ranch Road #214, Westlake Village, CA 91362 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Coburn & Meredith, Inc.	Hartford	CT	06/2008	06/2021
Coburn & Meredith, Inc.	Simsbury	CT	06/2008	06/2021
Unemployed	Simsbury	CT	06/2021	08/2021
Farmers Financial Solutions	Westlkake Village	CA	08/2021	Present
Farmers Asset Management, Llc	Westlake Village	CA	07/2026	Present

06/2008 → 06/2021

Coburn & Meredith, Inc.

Hartford, CT
06/2008 → 06/2021

Coburn & Meredith, Inc.

Simsbury, CT
06/2021 → 08/2021

Unemployed

Simsbury, CT
08/2021 → Present

Farmers Financial Solutions

Westlkake Village, CA
07/2026 → Present

Farmers Asset Management, Llc

Westlake Village, CA

Previous Registrations

2008-09-30 → 2021-06-07

Coburn & Meredith, Inc.

Glastonbury, CT

Glastonbury, CT

Simsbury, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-12
S63	Uniform Securities Agent State Law Examination	1998-06-18

S66 Uniform Combined State Law Examination

2025-12-12
S63 Uniform Securities Agent State Law Examination

1998-06-18

Other Names

Rob Thomas Daly
Robert Thomas Daly

View on SEC IAPD