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Ebony Lakeisha Robinson

Investment adviser representative at United Brokerage Services Inc
12 yearsExperience
1 stateRegistered in
$372.3MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. United Brokerage Services, Inc.Jul 2022 to now
  2. United BankJul 2022 to Apr 2025
  3. The Leaders Group, IncJan 2020 to May 2022
  4. Midwood Financial Services, Inc.Jul 2017 to May 2022
  5. Bluerock Capital Markets, LLCJul 2017 to Jan 2020
  6. Loyola UniversityNov 2014 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (GA).

United Brokerage Services Inc

Legal name: United Brokerage Services, Inc

$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4986651
Firm CRD
39062
Advisor's SEC record (opens in a new tab)
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