Robert Forest is a registered investment advisor, based in Colorado Springs, CO, with 22 years of industry experience.
Location
2 N. Cascade Avenue, Ste. 1490, Colorado Springs, CO, 80903
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a notary public since 2020. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
June 2020 - Present · 5 yrs 11 mos
Sanctuary Advisors, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Hightower Securities, LLCBroker
April 2017 - August 2019 · 2 yrs 4 mos
Hightower Advisors, LLC
April 2017 - August 2019 · 2 yrs 4 mos
UBS Financial Services INC.
April 2011 - May 2017 · 6 yrs 1 mo
UBS Financial Services INC.Broker
April 2009 - May 2017 · 8 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2003 - May 2009 · 6 yrs 2 mos
State Registrations1 state
CO
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.