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Basil Robert Twist

CRD# 1467129·Registered 1991 - 2012
Previously Registered: Being a previously registered professional could mean that Basil 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

Basil Robert Twist, who also goes by Bill Twist, was a registered financial advisor. Basil was a previously registered financial professional and started their career in finance 1991 - 2012. Basil had worked at 1 firm and has passed the Series 63, 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

Bill Twist

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

36 years in the financial services industry

Current & Past Employments

CHAMPION SECURITIES COMPANY L.L.C.·CRD# 25892
BD
San Francisco, CA
January 27, 2009 - July 30, 2012
CHAMPION SECURITIES COMPANY L.L.C.·CRD# 25892
BD
San Francisco, CA
February 1, 1991 - December 31, 2007

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Current Firm

CS
CHAMPION SECURITIES COMPANY L.L.C.

CHAMPION SECURITIES COMPANY L.L.C. | CHAMPION SECURITIES CORPORATION

CRD#: 25892 / SEC#: 8-42927
BD
Terminated by SEC on 09/28/2012

Contact Information

Established

Delaware since 11/29/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
CHAMPION SECURITIES, A LIMITED PARTNERSHIPMEMBER OF LLC—
CALVERT, JAY PATRICKCHIEF COMPLIANCE OFFICER38744
CHAMPION, ROBERT RAYMONDCHIEF FINANCIAL OFFICER AND VP MARKETING2024775
MMA FINANCIAL SERVICES, INC.GENERAL PARTNER OF LP—
TWIST, BASIL ROBERT JRPRESIDENT—

Disclosures

Regulatory Event

1

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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 Sep 1990About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Sep 1990About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 1990About 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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