Robert Anthony Lima is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with ASSETMARK, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ASSETMARK, INC. | 2024-07-22 | present | Yes |
| MORNINGSTAR INVESTMENT SERVICES LLC | 2024-05-07 | 2024-07-10 | — |