Robert Falk is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with TD PRIVATE CLIENT WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | 2023-09-11 | present | Yes |
| LPL FINANCIAL LLC | 2022-05-18 | 2023-09-25 | — |
| CUNA BROKERAGE SERVICES, INC. | 2019-11-08 | 2022-05-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-04-04 | 2019-05-24 | — |