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BP

Bobby L. Penland

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CRD#: 1127386
BP

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.

Bobby L Penland was a registered financial professional .

Bobby is a previously registered financial professional and started their career in finance in 1983. Bobby had worked at 5 firms and has passed the Series 63, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

February 12, 2008 - March 24, 2009

USF SECURITIES, L.P.

BD
CRD#: 37942
PLEASANTON, CA
Past

February 3, 1999 - February 15, 2008

CETERA ADVISORS LLC

BD
CRD#: 10299
PLEASANTON, CA
Past

July 29, 1994 - February 2, 1999

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

December 11, 1991 - December 13, 1994

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

May 23, 1983 - December 6, 1991

G. R. PHELPS & CO., INC.

BD
CRD#: 173

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
Series 63
Date: 11/8/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


US
USF SECURITIES, L.P.
IPI BROKERAGE SERVICES, INC. | USF SECURITIES, L.P. | U.S. FIDUCIARY SECURITIES, INC. | POST OAK CAPITAL ADVISORS, INC. | POST OAK CAPITAL ADVISORS, INC

CRD#: 37942 / SEC#: , 8-48007

BD
Terminated by SEC on 05/23/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 06/01/2005
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
U.S. FIDUCIARY, INC.LIMITED PARTNER
COLLEPS, ELIZABETH ANNVICE PRESIDENT, CONTROLLER1033129
GRAUBART, STEVEN JAYCHIEF EXECUTIVE OFFICER4641822
USF GP, LLCGENERAL PARTNER

Disclosures


Regulatory Event1

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


USF SECURITIES, L.P.

CRD#: 37942

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