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RM

Robert F. Muller

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CRD#: 1778892
RM

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.

Robert Franklin Muller JR, who also goes by Frank Muller, Robert Franklin Muller, Robert Franklin Muller II, was a registered financial advisor .

Robert is a previously registered financial advisor and started their career in finance in 1987. Robert had worked at 8 firms and has passed the Series 65, Series 63, Series 72, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Frank Muller | Robert Franklin Muller | Robert Franklin Muller Ii

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

September 13, 2022 - May 22, 2024

DESTRA CAPITAL INVESTMENTS LLC

BD
CRD#: 148299
BOZEMAN, MT
Past

March 22, 2012 - February 2, 2022

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

January 8, 2004 - August 2, 2010

HINES PRIVATE WEALTH SOLUTIONS LLC

BD
CRD#: 128145
MONTGOMERY, TX
Past

April 1, 2003 - July 1, 2003

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

March 31, 2003 - July 1, 2003

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

January 12, 1995 - March 31, 2003

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

October 25, 1991 - January 12, 1995

AMERICAN CAPITAL MARKETING, INC.

BD
CRD#: 6699
Past

December 21, 1987 - October 3, 1991

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA

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
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/1/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/2/1987
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/8/1998
General Securities Principal Examination

Current Firm

DC
DESTRA CAPITAL INVESTMENTS LLC
DESTRA CAPITAL INVESTMENTS LLC | DESTRACOM INVESTMENTS LLC | DESTRA INVESTMENTS LLC

CRD#: 148299 / SEC#: , 8-68006

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

Main Address
443 N. Willson Ave., Bozeman, MT 59715
Mailing Address
443 N. Willson Ave., Bozeman, MT 59715
Phone number
(877) 855-3434
Established
Delaware since 08/08/2008
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

Direct owners and executive officers

NamePositionCRD#
DESTRA CAPITAL MANAGEMENT LLCMEMBER AND MANAGER OF DESTRA CAPITAL INVESTMENTS LLC
BLECHNER, MYLES REIDCCO2709013
COSTENBADER, WALTER RUSSELLFINOP/CFO1828345
MARTELLARO, DOMINIC CARLCEO OF DESTRA CAPITAL INVESTMENTS LLC1271857
YOUNT, JAMESPRESIDENT2373645

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

DESTRA CAPITAL INVESTMENTS LLC

CRD#: 148299

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