Robert Louis Behr

Current Employers

Employment History

• 12/2013 → Present
  Lpl Financial Llc
  Bethesda, MD
• 01/2018 → Present
  Planvest Financial, Inc.
  Gaithersburg, MD

Previous Registrations

• 2013-12-20 → 2018-05-09
  Lpl Financial Llc
  Gaithersburg, MD
  Bethesda, MD
  Fort Mill, SC
  Silver Spring, MD
  Gaithersburg, MD
  Silver Spring, MD
• 2009-06-01 → 2014-01-10
  Morgan Stanley
  Bethesda, MD
  Rockville, MD
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Bethesda, MD
  New York, NY
• 2005-02-04 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Bethesda, MD
• 2001-01-27 → 2005-02-23
  Ubs Financial Services Inc.
  Bethesda, MD

Other Businesses

(1) 12/27/2013 - DBA ONLY - FINANCIAL STRATEGY ADVISORS - BETHESDA, MD (2) 02/10/2014 - CFO ADVISORY AND TAX SERVICES, LLC - TAX PREP / ACCOUNTING / BOOKKEEPING - CPA BUSINESS OFFERING - TAX PREPARATION, ACCOUNTING, BOOKKEEPING, PAYROLL SERVICES. - TIME SPENT 15% - BETHESDA, MD (3) 10/14/2015 * PlanVest Financial * DBA for LPL Business (entity for LPL business) * PlanVest Financial * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/13/2015 * 8 HRS/MO DURING SECS TRDG HRS (4) 10/14/2015 * PlanVest Federal * DBA for LPL Business (entity for LPL business) * PlanVest Federal * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/13/2015 * 1 HRS/MO DURING SECS TRDG HRS (5) 01/04/2018 - PlanVest Federal - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 11/28/2017 - 120 Hours Per Month/6 During Securities Trading. (6) 01/04/2018 - PlanVest Financial, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/28/2017 - 120 Hours Per Month/6 During Securities Trading - I provide investment advisory services through PlanVest Financial Inc, an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms 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
  2001-10-12