Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2022-04-08 | Mr. Roberts has been the co-owner of OakBridge Financial Partners, LLC, and is registered as an investment advisor representative. |
| 2023-04-06 | Mr. Roberts has been the co-owner of OakBridge Financial Partners, LLC, a financial advisory firm, since 2000 and is registered through the state of Ohio as an investment advisor representative through LPL Financial. He has 22 years of experience in business and in the investment securities industry. |
| 2024-04-05 | Mr. Roberts has been the co-owner of OakBridge Financial Partners, LLC, a financial advisory firm, since 2000 and is registered through the state of Ohio as an investment advisor representative through LPL Financial. He has 22 years of experience in business and in the investment securities industry. |
| 2025-04-04 | Mr. Roberts has been the co-owner of OakBridge Financial Partners, LLC, a financial advisory firm, since 2000 and is registered as an investment advisor representative. |
Data sourced from SEC filings. Last updated: 2025-10-11