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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Robert Patrick Robinson

Advisor at CHARLES SCHWAB & CO., INC.

Atlanta, GA

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Search this name across graphsid dfx:ria:4b94f262-c620-1c0f-780a-be0936883076

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 14, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 14, 2014
First registration: Nov 9, 2015
Dual registered: yes, broker-dealer
Other names: ROBERT ROBINSON|ROBERT PATRICK ROBINSON
IAPD individual key: 6319583

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 13, 2025	n/a	yes	Atlanta, GA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 18, 2021	Feb 10, 2025	no	DUNWOODY, GA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 30, 2018	Feb 10, 2021	no	CONYERS, GA\|DECATUR, GA\|STONE MOUNTAIN, GA\|ATLANTA, GA\|DECATUR, GA\|DECATUR, GA\|ATLANTA, GA\|DECATUR, GA\|ATLANTA, GA\|Dunwoody, GA\|DUNWOODY, GA\|ATLANTA, GA\|ATLANTA, GA\|DECATUR, GA\|DECATUR, GA\|Sandy Springs, GA\|DECATUR, GA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 21, 2017	Oct 30, 2018	no	Alpharetta, GA\|ARLINGTON, VA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 9, 2015	Feb 26, 2017	no	Austin, TX\|Eugene, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CHARLES SCHWAB & CO., INC.	Feb 10, 2025	Feb 13, 2025	3	Firm change	Ibd to ibd
J.P. MORGAN SECURITIES LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 10, 2021	Feb 18, 2021	8	Firm change	Wirehouse to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	J.P. MORGAN SECURITIES LLC	Oct 30, 2018	Oct 30, 2018	0	Firm change	RIA to wirehouse
CHARLES SCHWAB & CO., INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Feb 26, 2017	Apr 21, 2017	54	Firm change	Other

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 9, 2015 to Feb 26, 2017factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 18, 2021 to Feb 10, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 30, 2018 to Feb 10, 2021factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 21, 2017 to Oct 30, 2018factForm ADV

Dated events

Occurred
Feb 10, 2025
Advisor changed firm
Robert Patrick Robinson left Fidelity Personal And Workplace Advisors for Charles Schwab & Co., Inc. (registered 2025-02-13)
Form ADVobserved 6 days ago