Robert Taylor Maks

Current Employers

Employment History

• 09/2015 → 04/2018
  Optimity Advisors
  Washington, DC
• 04/2018 → Present
  Stonebridge Financial Partners
  Bingham Farms, MI
• 10/2018 → 06/2024
  Cetera Advisor Networks
  El Segundo, CA
• 02/2019 → 06/2024
  Cwm, Llc
  Omaha, NE
• 06/2024 → Present
  Lpl Financial Llc
  Troy, MI
• 06/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2019-04-23 → 2024-06-06
  Cwm, Llc
  Bingham Farms, MI
  Auburn Hills, MI
  Omaha, NE
  Troy, MI
  Grand Rapids, MI

Other Businesses

1. 05/23/2024 - Stonebridge Financial Partners LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/5/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 2. 05/23/2024 - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 6/5/2024 - 2% of Time Spent. 3. 06/06/2024 - Stonebridge Financial Partners, LLC - DBA for NewEdge Advisors, LLC (RIA) - Investment related - Investment Advisor Representative - Provides Advisory Services to clients - 100% of time is devoted to this activity - at reported business location. 4. 06/13/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 6/5/2024 - 144 Hrs/Mo; 7 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 144 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-23

Designations

Other Names

• Taylor Maks