# CARL David ROBINSON

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2024-02-07 | present | Yes |
| [FIRST CITIZENS INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/44430) | 2024-02-07 | present | Yes |
| [FIRST CITIZENS ASSET MANAGEMENT, INC](https://search.stillhousedata.com/firm/140777) | 2024-02-07 | 2025-12-31 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2020-02-27 | 2024-01-09 | — |
| [M&T SECURITIES, INC.](https://search.stillhousedata.com/firm/17358) | 2016-09-02 | 2020-02-03 | — |
| [INDEPENDENT PORTFOLIO CONSULTANTS, INC.](https://search.stillhousedata.com/firm/120420) | 2014-12-11 | 2016-06-29 | — |
| [ROSS, SINCLAIRE & ASSOCIATES, LLC](https://search.stillhousedata.com/firm/25440) | 2013-08-05 | 2014-01-22 | — |
| [CURIAN CAPITAL, LLC](https://search.stillhousedata.com/firm/120270) | 2011-06-15 | 2012-02-01 | — |
| [ENVESTNET PORTFOLIO SOLUTIONS, INC.](https://search.stillhousedata.com/firm/109662) | 2008-09-03 | 2011-05-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5275078)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5275078.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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