Steven Robinson is a registered investment advisor, based in Dallas, TX, with 7 years of industry experience.
Location
100 Crescent Ct, Fl 10, Dallas, TX, 75201
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
November 2022 - Present · 3 yrs 6 mos
Truist Investment Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Truist Investment Services, INC.
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2021 - October 2022 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
November 2020 - October 2022 · 1 yr 11 mos
Bok Financial Advisors
July 2018 - September 2020 · 2 yrs 2 mos
Bok Financial Securities, INC.Broker
July 2018 - September 2020 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - April 2018 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.