Robert Atkinson has been an investment adviser representative at Financial & Tax Architects since June 2025, and is not listed among the firm’s executive officers or direct owners.
Financial & Tax Architects, LLC is a St. Louis, MO firm with $506M under management, 1,574 clients and 40 advisers across 22 offices, as of its June 2026 filing.
- – present · 1 yearMurfreesboro, TN · Adviser representative · Firm CRD 119169
Investment adviser representative registrations
Robert Atkinson is registered as an investment adviser representative in Tennessee, since June 2025.
- TennesseeSince 6 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Cain Atkinson
- CRD
- 8104736
- Firm
- Financial & Tax Architects · CRD 119169
- Office
- 1639 Medical Center Pkwy #400, Murfreesboro, TN 37129
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Atkinson work?
Robert Atkinson is an investment adviser representative registered through Financial & Tax Architects, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Atkinson a financial advisor?
Yes. Robert Atkinson has a current investment-adviser registration in Tennessee, through Financial & Tax Architects since June 2025.
How many years of experience does Robert Atkinson have?
Robert Atkinson has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Robert Atkinson passed?
Robert Atkinson passed the Series 65 in June 2025.
Where is Robert Atkinson based?
Robert Atkinson’s registered office is in Murfreesboro, TN.
Is Robert Atkinson registered with FINRA?
No. Robert Atkinson has no current broker registration.
How can I verify Robert Atkinson’s record?
Search CRD 8104736 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Atkinson’s full registration record.
David BrooksChief Executive Officer
Gordon HaavePresident and Chief Investment Officer- Paul FelschChief Compliance Officer & Legal Counsel