Kevin Donald Robertson

Current Employers

Employment History

• 01/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 04/2013 → Present
  Bank Of America, N.A.
  Portland, OR

Other Businesses

I*79340 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PERSONAL RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: LAKE OSWEGO, OREGON 97035 NATURE OF BUSINESS: OTHER,PERSONAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/9/2014 NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: PERSONAL RENTAL PROPERTY I*84359 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TENNNTS IN COMMON ACCOUNT WITH MY BROTHER SCOTT ROB INVESTMENT RELATED: N ADDRESS OF BUSINESS: LAKE OSWEGO, OREGON 97035 NATURE OF BUSINESS: OTHER, TIC ACCOUNT WITH MY TWIN BOTHER SCOTT POSITION, TITLE, ASSOCIATION: OTHER, NOT A BUS ENTITY BUT A JT ACCOUNT FOR CAR PROJECTS START DATE OF RELATIONSHIP: 8/21/2015 NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: MY BROTHER AND I HAVE A CAR COLLECTION. A HOBBY REALLY. WE HAVE BEEN HAVING CAR RESTORATIONS DONE. NOT A BUSINESS PER SE. I*60140 For profit or not for profit: Non-Profit Organization Name of outside business organization: Lake Oswego Schools Foundation Endowment Investment related: N Address of business: lake oswego, Oregon 97035 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 7/1/2019 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Not an official position but will help them on a capital campaign to raise money for the endowment to provide teachers and educational support for the Lake Oswego Schools I*10532 For profit or not for profit: Name of outside business organization: none Investment related: Address of business: La Quinta, California 92253 Nature of business: , Position, title, association: , Start date of relationship: 2/15/2021 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-23
• S63 Uniform Securities Agent State Law Examination
  1991-02-07

Other Names

• Kevin Robertson