Richard R. Dwyer

TACTIVE ADVISORS

Lee's Summit, MO

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CRD#: 1862581

Professional summary

Richard Robert Dwyer JR, AIF®, who also goes by Richard Robert Dwyer, Rick Dwyer, Robert Dwyer Jr, is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Lee's Summit, Missouri.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Richard has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Robert Dwyer | Rick Dwyer | Robert Dwyer Jr

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.

1)ARGALLUS FINANCIAL GROUP, INC. (F/K/A "ARGALLUS, Inc."),YES,7400 BAYMEADOWS WAY, SUITE 300, JACKSONVILLE FL 32256, OWNER,3/1/12,80,80, SALE OF FIXED INSURANCE PRODUCTS. 2)INDEPENDENT INSURANCE AGENT,YES,7400 BAYMEADOWS WAY, SUITE 300, JACKSONVILLE FL 32256, FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 11/4/2014;80;80;SALE OF FIXED INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Robert Dwyer JR'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 6, 2021 - Present

TACTIVE ADVISORS, LLC

RIA

CRD#: 309311

Lee's Summit, MO

Past

July 20, 2021 - June 22, 2022

CAPITAL MANAGEMENT SERVICES, INC.

RIA

CRD#: 118260

Jacksonville, FL

Past

April 8, 2021 - July 7, 2021

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

FLEMING ISLAND, FL

Past

June 15, 2018 - March 23, 2021

CAPITAL MANAGEMENT SERVICES, INC.

RIA

CRD#: 118260

JACKSONVILLE, FL

Past

April 2, 2018 - April 3, 2018

CAPITAL MANAGEMENT SERVICES, INC.

RIA

CRD#: 118260

JACKSONVILLE, FL

Past

May 12, 2016 - March 26, 2018

SGL FINANCIAL, LLC

RIA

CRD#: 158023

Jacksonville, FL

Past

May 3, 2016 - May 2, 2017

WORLD EQUITY GROUP, INC.

RIA

CRD#: 29087

Jacksonville, FL

Past

April 25, 2016 - May 2, 2017

WORLD EQUITY GROUP, INC.

CRD#: 29087

Jacksonville, FL

Past

November 17, 2014 - April 25, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

JACKSONVILLE, FL

Past

November 4, 2014 - April 25, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

JACKSONVILLE, FL

Past

July 2, 2014 - July 28, 2014

BRIGHT OWL INVESTMENT ADVISORS

RIA

CRD#: 168851

JACKSONVILLE, FL

Past

November 22, 2013 - September 30, 2014

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

JACKSONVILLE, FL

Past

April 3, 2013 - December 17, 2014

ARGALLUS WEALTH ADVISORS, INC.

RIA

CRD#: 166036

JACKSONVILLE, FL

Past

April 11, 2012 - June 28, 2013

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RIA

CRD#: 143384

BOCA RATON, FL

Past

March 7, 2012 - June 28, 2013

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

BOCA RATON, FL

Past

May 25, 2011 - March 23, 2012

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

JACKSONVILLE BEACH, FL

Past

May 23, 2011 - March 23, 2012

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

JACKSONVILLE BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/24/2025)

IAR

Tennessee
(5/20/2025)

IAR

Texas
(10/6/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/22/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/22/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/7/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(855) 282-2848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TACTIVE ADVISORS, LLC - ADV PART 2 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	2,671
AUM (Assets Under Management)	$ 456,874,649

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.

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Advisor Monitoring

Firm Stability Insights

Richard R. Dwyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Robert Dwyer JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL MANAGEMENT SERVICES, INC.

CAMARDA WEALTH ADVISORY GROUP

CAPITAL MANAGEMENT SERVICES, INC.

CAPITAL MANAGEMENT SERVICES, INC.

SGL FINANCIAL, LLC

WORLD EQUITY GROUP, INC.

WORLD EQUITY GROUP, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

BRIGHT OWL INVESTMENT ADVISORS

RESOURCE HORIZONS GROUP LLC

ARGALLUS WEALTH ADVISORS, INC.

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RESOURCE HORIZONS GROUP LLC

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

TACTIVE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2011

Series 63

Date: 3/8/2011

SIE

Date: 5/2/2017

Series 7

Date: 4/22/2013

Series 6

Date: 3/7/2011

Current Firm

TACTIVE ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TACTIVE ADVISORS, LLC

TRUST BUT VERIFY

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