CARL David ROBINSON is an investment adviser representative (IAR) with state registration records since 2008, appearing at 9 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2024-02-07 | present | Yes |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2024-02-07 | present | Yes |
| FIRST CITIZENS ASSET MANAGEMENT, INC | 2024-02-07 | 2025-12-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-02-27 | 2024-01-09 | — |
| M&T SECURITIES, INC. | 2016-09-02 | 2020-02-03 | — |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | 2014-12-11 | 2016-06-29 | — |
| ROSS, SINCLAIRE & ASSOCIATES, LLC | 2013-08-05 | 2014-01-22 | — |
| CURIAN CAPITAL, LLC | 2011-06-15 | 2012-02-01 | — |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 2008-09-03 | 2011-05-05 | — |