Patrick Vernon Robison

Current Employers

Employment History

• 09/2010 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 01/2014 → Present
  Pvr Financial Services Dba Capital Analyst
  Los Angeles, CA
• 09/2010 → 08/2020
  Sharon Robison Living Trust
  Fort Bragg, CA
• 02/2014 → Present
  Filming / Patrick Robison (Individual)
  Los Angeles, CA
• 08/2016 → 10/2021
  Team Up
  Los Angeles, CA
• 08/2016 → 10/2021
  Creative Business Resources
  Scottsdale, AZ
• 01/2023 → Present
  Patrick Robison
  Los Angeles, CA

Previous Registrations

• 2006-02-10 → 2010-10-13
  Cambridge Investment Research Advisors, Inc.
  Los Angeles, CA
  Pasadena, CA
• 2002-04-30 → 2006-12-31
  Capital Analyst
  Pasadena, CA

Other Businesses

1.) PVR FINANCIAL SERVICES DBA CAPITAL ANALYST - 100% OWNER - NON-VARIABLE INSURANCE - LOS ANGELES, CA - SINCE 01/2014 - INVESTMENT RELATED 2.) PATRICK ROBISON INDEPENDENT FILMING - OWNER - RENT MY HOME FOR FILMING OF COMMERCIALS - SINCE 02/2014 - LOS ANGELES CA - NOT INVESTMENT RELATED 3.) PATRICK ROBISON - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY - LOS ANGELES, CA - SINCE 02/2020 - INVESTMENT RELATED 4.) CITADEL PLANS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - LOS ANGELES, CA - 09/2020 - INVESTMENT RELATED 5.) THE BLUE COTTAGE LLC - SHAREHOLDER AND CEO - RENTAL INVESTMENT PROPERTY - EDGARTWON, MA - SINCE 01/2021 - INVESTMENT RELATED 6.) PATRICK ROBISON - OWNER AGENT - NON-VARIABLE INSURANCE - LOS ANGELES, CA - SINCE 01/2023 - INVESTMENT RELATED 7.) CAPITAL ANALYST - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - LOS ANGELES, CA - SINCE 05/2016 - INVESTMENT RELATED 8.) SHARON ROBISON LIVING TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - LOS ANGELES, CA - SINCE 03/2025 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2000-03-07
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Other Names

• Patrick V Robison