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RB

Robert D. Berry

INSPEREX LLC
Little Rock, AR 72212
Some features on this profile are disabled
CRD#: 1603409
RB

Professional summary


Robert Doyle Berry, who also goes by Bob Berry, Bobby Berry, Booboo Berry, is a registered financial professional currently at INSPEREX LLC located in Little Rock, Arkansas.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Berry | Bobby Berry | Booboo Berry

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) - BD


Click below to view Robert Doyle Berry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 24, 2022 - Present

INSPEREX LLC

Office #1: 11300 North Rodney Parham Road Suite 300, Little Rock, AR 72212
BD
CRD#: 101420
Little Rock, AR
Past

May 11, 2015 - February 22, 2022

CREWS & ASSOCIATES, INC.

BD
CRD#: 8052
LITTLE ROCK, AR
Past

December 20, 2012 - December 9, 2014

CANTOR FITZGERALD & CO.

BD
CRD#: 134
MEMPHIS, TN
Past

April 23, 2012 - November 5, 2012

PIERPONT CAPITAL ADVISORS LLC

BD
CRD#: 108424
MEMPHIS, TN
Past

March 7, 2005 - April 23, 2012

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

BD
CRD#: 6950
MEMPHIS, TN
Past

January 24, 2005 - March 28, 2005

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
TULSA, OK
Past

September 26, 2000 - January 21, 2005

NBC CAPITAL MARKETS GROUP, INC.

BD
CRD#: 18229
MEMPHIS, TN
Past

June 2, 2000 - October 5, 2000

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

July 23, 1999 - May 16, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

October 31, 1991 - May 19, 1999

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

March 12, 1990 - October 31, 1991

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

May 8, 1989 - March 19, 1990

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

July 7, 1987 - May 8, 1989

T. J. RANEY & SONS, INC.

BD
CRD#: 3128
Past

February 26, 1987 - July 9, 1987

UNITED CAPITAL CORPORATION

BD
CRD#: 8268

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(2/24/2022)
RR
California
(2/24/2022)
RR
Florida
(2/24/2022)
RR
Illinois
(3/15/2022)
RR
Indiana
(3/3/2022)
RR
New Jersey
(3/3/2022)
RR
New York
(2/24/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/17/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IL
INSPEREX LLC
INCAPITAL | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC

CRD#: 101420 / SEC#: , 8-52081

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


Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Phone number
(312) 379-3700
Established
Delaware since 09/01/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
INSPEREX HOLDINGS LLCMEMBER: VOTING
BUSSCHER, ARNOLD BRADLEYCHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL2213934
CARRELS, CHRISTINE ANNCHIEF MARKETING OFFICER6651750
DEEG, ADITI DAVARECHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP4279152
ELLIOTT, LAURA SUEPRESIDENT2125558
MITCHELL, SCOTT ALEXANDERCHIEF EXECUTIVE OFFICER4717597
NICHOLSON, MARSHALL ALLENHEAD OF STRATEGIC INITIATIVES4585471
PAPAGIANNIS, JAMES JOHNCHIEF COMPLIANCE OFFICER & AMLCO2449960
RHODES, DERYK TREVORHEAD OF WEALTH MANAGEMENT SOLUTIONS4157411
TOLAR, JOHN MHEAD OF FIXED INCOME SALES & TRADING3075402

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


INSPEREX LLC

CRD#: 101420Little Rock, AR 72212

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