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RB

Roger D. Byrd

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CRD#: 1893775
RB

Professional summary


Roger Duane Byrd JR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Roger is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Roger had worked at 5 firms, which includes RICHMAN BRADLEY INCORPORATED, CAMBRIDGE FINANCIAL CORPORATION, RETIREMENT INVESTMENT GROUP, KINLAW SECURITIES CORPORATION, U.S. INVESTMENTS INC..

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

May 1, 1997 - December 31, 1997

RICHMAN BRADLEY INCORPORATED

BD
CRD#: 42383
DALLAS, TX
Past

April 23, 1996 - April 14, 1997

CAMBRIDGE FINANCIAL CORPORATION

BD
CRD#: 28258
DALLAS, TX
Past

April 21, 1994 - December 31, 1994

RETIREMENT INVESTMENT GROUP

BD
CRD#: 7421
HOUSTON, TX
Past

March 23, 1989 - April 8, 1994

KINLAW SECURITIES CORPORATION

BD
CRD#: 18448
DALLAS, TX
Past

November 21, 1988 - December 15, 1988

U.S. INVESTMENTS, INC.

BD
CRD#: 22841
DALLAS, TX

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: 10/28/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 62
Date: 6/21/1996
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


RB
RICHMAN BRADLEY INCORPORATED
RICHMAN BRADLEY INCORPORATED | RICHMAN CAPITAL CORPORATION

CRD#: 42383 / SEC#: , 8-49819

BD
Terminated by SEC on 07/26/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/04/1996
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


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


RICHMAN BRADLEY INCORPORATED

CRD#: 42383

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