ROBERT FOREST HELD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with INTEGRITY FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRITY FINANCIAL ADVISORS, LLC | 2021-07-07 | present | Yes |
| EXODUS WEALTH, LLC | 2020-01-03 | 2021-07-02 | — |
| EXODUS WEALTH, LLC | 2015-02-23 | 2019-12-31 | — |
| COINBASE CAPITAL MARKETS CORP | 2013-07-29 | 2015-02-20 | — |
| GWYNEDD WEALTH PARTNERS, LLC | 2012-12-07 | 2013-08-29 | — |
| HORNOR, TOWNSEND & KENT, LLC | 2011-05-11 | 2013-01-08 | — |
| LPL FINANCIAL LLC | 2008-10-07 | 2011-02-16 | — |
| HORNOR, TOWNSEND & KENT, LLC | 2003-07-25 | 2008-10-21 | — |