ROBERT VERNE BOLEN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with COGENTBLUE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COGENTBLUE WEALTH ADVISORS, LLC | 2025-01-02 | present | Yes |
| WEALTHCARE ADVISORY PARTNERS LLC | 2020-08-14 | 2021-10-04 | — |
| CAPITAL ONE INVESTING, INC. | 2018-03-07 | 2020-04-13 | — |
| ENVISION WEALTH PLANNING | 2007-04-30 | 2018-12-31 | — |
| ENVISION WEALTH PLANNING | 2004-03-04 | 2007-04-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2002-05-09 | 2003-10-02 | — |