Robert J Bogia

Current Employers

Employment History

• 02/2017 → 12/2022
  Principal Life Insurance Company
  Charlotte, NC
• 02/2017 → Present
  Principal Securities Inc
  Charlotte, NC
• 07/2015 → 02/2017
  Wells Fargo
  Charlotte, NC
• 04/2018 → Present
  Fulcrum Capital Partners
  Cornelius, NC

Other Businesses

**Outside Insurance; Investment Related; Cornelius, NC; Agent; LI, DI, Annuities, Vision, Dental, Health; Start Date: 11/29/2018; 60 hrs per month; 60 during trading hours. **Fulcrum Capital Partners; Not Investment Related; Cornelius, NC; Assisting RR with building accounts and client relations, answer phones, build accounts, answer emails.; Start Date: 04/16/2020; 40 hrs per month; 40 during trading hours. **CAPTAINS POINT HOA POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2023 ADDRESS: 19511 DUFOUR CT, CORNELIUS NC 28031-6429, United States DESCRIPTION: I am the president of the HOA and responsible for maintaining the integrity of neighborhood. We have an outside management company (Sentry) that manages all of our money and provides back-end support. Stated above we do have options for investment decisions and handling of funds but stated before this is done by the Sentry, the management company. The only investment we have within the HOA is a checking account and money market funds handled by Sentry. **FCP ADVISORS LLC POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 11/18/2024 ADDRESS: 20621 North Main Street, CORNELIUS NC 28031-6429, United States DESCRIPTION: For tax purposes. **FCP ADVISORS LLC POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2025 ADDRESS: 20621 North Main Street, CORNELIUS NC 28031-6429, United States DESCRIPTION: Set up an S corp for tax purposes and begin paying myself a w2 wage through this business. Same business activities apply as a Financial Representative.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-29

Other Names

• Robert J Bogia
• Bobby J Bogia