Troy Lee Robertson

Current Employers

Employment History

• 07/2017 → Present
  Copley Financial Group, Inc.
  San Diego, CA
• 10/2004 → 04/2017
  Mondelez Global, Inc.
  San Diego, CA
• 04/2017 → Present
  Heritage Tax And Insurance Services, Inc.
  San Diego, CA
• 04/2017 → Present
  Senior American Funding, Inc.
  San Diego, CA
• 04/2024 → 03/2026
  Emerson Equity Llc
  San Mateo, CA
• 02/2026 → Present
  Copley Alternative Investments Inc.
  San Diego, CA

Other Businesses

(1) HERITAGE TAX & INSURANCE, INC., -INVESTMENT RELATED, 2650 CAMINO DEL RIO N., STE 350, SAN DIEGO, CA 92108, FIXED INSURANCE, INSURANCE PRODUCER,ESTATE PLANNING ATTORNEY(FOR HERITAGE ONLY) ANNUITY EVALUATION AND PRESENTATION, LIFE INSURANCE COMPARISON AND EVALUATION, LIVING TRUSTPREPERATION AND REVIEW., 10 HRS MONTHLY, 10 HRS MONTHLY DURING SECURITIES TRADING HOURS, 04/2017. (2) COPLEY FINANCIAL GROUP, INC., -INVESTMENTRELATED, 2650 CAMINO DEL RIO N., STE 350, SAN DIEGO, CA 92108, REGISTERED INVESTMENT ADVISORY FIRM, INVESTMENT ADVISOR REPRESENTATIVE, RETIREMENTPLANNING, PORTFOLIO CONSTRUCTION, WEALTH MANAGEMENT, 120 HRS A MONTH, 97HRS MONTHLY DURING SECURITIES TRADING HRS, 04/2017 (3) SENIORAMERICAN FUNDING, INC.,- INVESTMENT RELATED, 2650 CAMINO DEL RIO N., STE 350, SAN DIEGO, CA 92108, MORTGAGE COMPANY, MORTGAGE LOAN ORIGINATOR,REVERSE MORTGAGE EVALUATION AND PRESENTATION. FORWARD MORTGAGE AND REFINANCE EVALUATION AND PRESENTATION., 10 HRS MONTHLY, 8 HRS MONTHLYDURING SECURITIES TRADING HRS., 04/2017

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-24
• S65 Uniform Investment Adviser Law Examination
  2017-07-20