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Richard A. Byrd

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CRD#: 1030947
RB

Professional summary


Being a previously registered professional could mean that this person 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.

Richard Arnold Byrd, who also goes by Richard Arnold Byrd Mr., Richard Arnold Byrd, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1982. Richard had worked at 25 firms and has passed the Series 66, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Arnold Byrd Mr. | Richard Arnold Byrd

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 22, 2021 - August 4, 2021

BLAYLOCK VAN, LLC

BD
CRD#: 145317
Carmel, IN
Past

October 12, 2018 - December 13, 2023

GT SECURITIES, INC.

BD
CRD#: 116012
LOS ANGELES, CA
Past

May 17, 2018 - October 9, 2018

HB SECURITIES, LLC

BD
CRD#: 140356
NEWPORT BEACH, CA
Past

February 7, 2017 - April 5, 2018

US CAPITAL GLOBAL SECURITIES, LLC

BD
CRD#: 169544
SAN FRANCISCO, CA
Past

August 28, 2014 - December 12, 2016

MERIT SECURITIES, LLC

BD
CRD#: 165470
GIG HARBOR, WA
Past

September 20, 2011 - October 4, 2013

COMMERCE STREET CAPITAL, LLC

BD
CRD#: 143797
DALLAS, TX
Past

January 6, 2010 - August 26, 2011

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
ST LOUIS, MO
Past

September 16, 2008 - December 31, 2009

SAXONY SECURITIES, INC.

BD
CRD#: 115547
INDIANAPOLIS, IN
Past

September 12, 2006 - February 14, 2007

WATERSTONE FINANCIAL GROUP, INC.

RIA
CRD#: 10078
INDIANAPOLIS, IN
Past

September 12, 2006 - February 14, 2007

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
INDIANAPOLIS, IN
Past

March 10, 2006 - September 1, 2006

WESTMINSTER FINANCIAL ADVISORY CORP

RIA
CRD#: 110283
INDIANAPOLIS, IN
Past

March 4, 2006 - September 1, 2006

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
BEAVERCREEK, OH
Past

November 29, 2004 - September 2, 2005

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
INDIANAPOLIS, IN
Past

November 29, 2004 - September 2, 2005

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

August 13, 2004 - November 17, 2004

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
INDIANAPOLIS, IN
Past

August 13, 2004 - November 17, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

June 16, 2004 - August 6, 2004

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

BD
CRD#: 8478
INDIANAPOLIS, IN
Past

May 20, 2003 - August 13, 2003

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
INDIANAPOLIS, IN
Past

May 14, 2003 - August 13, 2003

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

May 7, 2002 - September 6, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 16, 2001 - May 20, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

October 18, 1995 - April 14, 1997

THE GLASER CAPITAL CORPORATION

BD
CRD#: 30113
CINCINNATI, OH
Past

February 14, 1995 - August 23, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 23, 1994 - February 22, 1995

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

August 17, 1994 - December 23, 1994

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

November 22, 1991 - August 23, 1994

LUMENT SECURITIES, LLC

BD
CRD#: 14840
COLUMBUS, OH
Past

March 1, 1990 - October 7, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 15, 1988 - March 20, 1989

AT INVESTMENT SERVICES CORP.

BD
CRD#: 16846
Past

May 30, 1986 - June 23, 1988

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

December 12, 1983 - April 15, 1985

TRAUB AND COMPANY, INC.

BD
CRD#: 4904
Past

March 30, 1982 - November 18, 1982

CLAYTON BROWN & ASSOCIATES, INC.

BD
CRD#: 3664

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/1988
General Securities Principal Examination

Current Firm


BV
BLAYLOCK VAN, LLC
BLAYLOCK BEAL VAN, LLC | BLAYLOCK VAN, LLC | BLAYLOCK ROBERT VAN, LLC

CRD#: 145317 / SEC#: 801-69136, 8-67721

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
600 Lexington Avenue 10th Floor, Oakland, CA 94612
Mailing Address
600 Lexington Avenue 3rd Floor, New York, NY 10022
Phone number
(212) 715-6600
Established
California since 03/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ROBERT VAN SECURITIES, INCSOLE VOTING MEMBER
BLAYLOCK & COMPANY, INCNON-VOTING MEMBER
CIULLA, ALEXANDER JOHNFINOP, CFO, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2635660
HOUGH, JERVIS BENNETTBD CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER4291302
KALISPEL TRIBAL ECONOMIC AUTHORITYNON-VOTING MEMBER
SEAPORT GLOBAL SECURITIES LLCSHAREHOLDER116270
STANDIFER, ERIC VANMANAGER; CEO; GSP; MSP1025776

Disclosures


Regulatory Event2

Red Flags


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.

Company Information


BLAYLOCK VAN, LLC

CRD#: 145317

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