Robert Papa is a CFP-designated registered investment advisor, based in Tysons Corner, VA, with 29 years of industry experience.
Location
1650 Tyson's Bl., Suite 1575, Tysons Corner, VA, 22102
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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 an advisor with Signature Estate and Investment Advisors, LLC, an independent RIA. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Seia
November 2018 - Present · 7 yrs 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
November 2018 - November 2018 · 0 mos
Mclean Asset Management CORP.
July 2014 - August 2018 · 4 yrs 1 mo
Charles Schwab & CO., INC.
July 2004 - July 2014 · 10 yrs
Charles Schwab & CO., INC.Broker
June 2003 - July 2014 · 11 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
January 2002 - July 2003 · 1 yr 6 mos
Robert W. Baird & CO. IncorporatedBroker
November 2001 - January 2002 · 2 mos
H&r Block Financial Advisors, INC.Broker
September 1996 - November 2001 · 5 yrs 2 mos
Biltmore Securities, INCBroker
June 1996 - August 1996 · 2 mos
State Registrations1 state
VA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.