ROBERT ADAM PERSONETT is an investment adviser representative (IAR) with state registration records since 2018, appearing at 6 firms. Currently registered with CREEKMUR ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREEKMUR ASSET MANAGEMENT, LLC | 2026-04-07 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2026-01-02 | 2026-05-18 | — |
| LPL FINANCIAL LLC | 2022-05-18 | 2025-12-02 | — |
| CUNA BROKERAGE SERVICES, INC. | 2020-06-26 | 2022-05-18 | — |
| CHARLES SCHWAB & CO., INC. | 2019-11-14 | 2020-03-27 | — |
| ADVANCED TRADER INVESTMENT ADVISORS, LLC. | 2018-09-05 | 2019-04-30 | — |