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Robert Corbly Dean

CRD# 1029285·Registered 1982 - 1989
Previously Registered: Being a previously registered professional could mean that Robert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Robert Corbly Dean, who also goes by Bob Dean, Bobby Dean, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1982 - 1989. Robert had worked at 5 firms and has passed the Series 63, Series 5, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Dean, Bobby Dean

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

MERIDIAN, DUNHILL & CO., INC.·CRD# 15294
BD
September 23, 1988 - July 10, 1989
INVESTOCK & CO., INC.·CRD# 19926
BD
December 24, 1987 - June 28, 1988
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
July 9, 1986 - June 16, 1987
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
March 15, 1984 - July 29, 1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
January 26, 1982 - February 24, 1984

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Current Firm

MD
MERIDIAN, DUNHILL & CO., INC.

DIRECT INVESTMENTS, INC. | RED BUD FINANCIAL | MERIDIAN, DUNHILL & CO., INC. | MERIDIAN ASSOCIATES, INC.

CRD#: 15294 / SEC#: 8-31954
BD
Cancelled by SEC on 10/26/1995

Contact Information

Established

Florida since 10/07/1984

Firm Type

Corporation

Fiscal Year End

June

Documents

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1983About the Series 63 exam

Series 5 — Interest Rate Options Examination

Passed Mar 1982

Series 7 — General Securities Representative Examination

Passed Jan 1982About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 1988About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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