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Robert Todd Kirk

CRD# 1894654·Registered 1989 - 1994
Previously Registered: Being a previously registered professional could mean that Robert 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

Robert Todd Kirk, who also goes by Todd Kirk, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1989 - 1994. Robert had worked at 11 firms and has passed the Series 63 and Series 7 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

Todd Kirk

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

37 years in the financial services industry

Current & Past Employments

STRATEGIC RESOURCE MANAGEMENT, INC.·CRD# 28974
BD
Aurora, CO
September 30, 1993 - April 12, 1994
TUSCANY EQUITY MANAGEMENT CORPORATI0N·CRD# 20016
BD
Deerfield Beach, FL
July 28, 1993 - October 27, 1993
TOLUCA PACIFIC SECURITIES CORP.·CRD# 13875
BD
Burbank, CA
March 22, 1993 - August 3, 1993
SCHNEIDER SECURITIES, INC.·CRD# 16434
BD
Denver, CO
June 28, 1991 - March 18, 1993
TAMARON INVESTMENTS, INC.·CRD# 14929
BD
Englewood, CO
November 12, 1990 - November 28, 1990
BRENNAN ROSS SECURITIES, INC.·CRD# 18363
BD
October 9, 1990 - November 7, 1990
FIRST AMERICA EQUITIES CORP.·CRD# 7652
BD
December 23, 1989 - September 13, 1991
ADVENT SECURITIES, INC.·CRD# 16499
BD
August 25, 1989 - December 23, 1989
MALONE & ASSOCIATES, INC.·CRD# 10412
BD
Denver, CO
May 23, 1989 - August 15, 1989
U.S. ADVISORS, INC.·CRD# 10721
BD
March 22, 1989 - May 31, 1989
POWER SECURITIES CORPORATION·CRD# 15527
BD
February 14, 1989 - March 20, 1990

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Current Firm

SR
STRATEGIC RESOURCE MANAGEMENT, INC.

STRATEGIC RESOURCE MANAGEMENT, INC.

CRD#: 28974 / SEC#: 8-44031
BD
Cancelled by SEC on 06/29/1999

Contact Information

Established

Colorado since 07/12/1991

Firm Type

Corporation

Fiscal Year End

December

Documents

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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 Aug 1989About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Feb 1989About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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