Robert F. Lloyd

REVOLUTION PARTNERS

Memphis, TN

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CRD#: 2291892

Professional summary

Robert Francis Lloyd, who also goes by Bob Lloyd, is a registered financial advisor currently at REVOLUTION PARTNERS, LLC located in Memphis, Tennessee and RPATA, LLC located in Memphis, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Lloyd

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) - RIA

Click below to view Robert Francis Lloyd'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

May 19, 2014 - Present

REVOLUTION PARTNERS, LLC

RIA

CRD#: 170310

Memphis, TN

Current

November 2, 2016 - Present

RPATA, LLC

RIA

CRD#: 285598

Memphis, TN

Past

November 4, 1992 - April 3, 1993

F.N. WOLF & CO., INC.

CRD#: 13051

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".

REVOLUTION PARTNERS, LLC

CRD#: 170310 / SEC#: 801-122898

RIA

Registered Investment Advisory firm - (12/16/2021 Approved)

Tennessee

Registered Investment Advisory firm - (1/5/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kentucky
(2/18/2019)

IAR

Louisiana
(11/3/2023)

IAR

Tennessee
(5/19/2014)

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: 5/19/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/3/1992

General Securities Representative Examination

Current Firm

REVOLUTION PARTNERS, LLC

CRD#: 170310 / SEC#: 801-122898

RIA

Registered Investment Advisory firm - (12/16/2021 Approved)

Tennessee

Registered Investment Advisory firm - (1/5/2022 Terminated)

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Contact information

Main Address

Memphis, TN

Mailing Address

Po Box 172155, Memphis, TN 38187-2155

Phone number

(901) 421-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE SUPPLEMENT FOR HAYDEN WILSON (6/10/2025)

BROCHURE SUPPLEMENT FOR ROBERT LLOYD (3/24/2025)

BROCHURE SUPPLEMENT FOR BRIAN FOWLER (3/24/2025)

BROCHURE SUPPLEMENT FOR LAUREN DOUGLAS CARPENTER (3/24/2025)

REVOLUTION PARTNERS DISCLOSURE BROCHURE (3/24/2025)

REVOLUTION PARTNERS WRAP FEE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	629
AUM (Assets Under Management)	$ 100,070,000

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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Robert F. Lloyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Lloyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVOLUTION PARTNERS, LLC

RPATA, LLC

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

REVOLUTION PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2014

Series 63

Date: 11/2/1992

Series 7

Date: 11/3/1992

Current Firm

REVOLUTION PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVOLUTION PARTNERS, LLC

TRUST BUT VERIFY

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