AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Ross R. Curtis

BV SECURITIES
Dallas, TX 75243
Some features on this profile are disabled
CRD#: 2313766
RC

Professional summary


Ross Robert Curtis II, who also goes by Ross Robert Curtis II, Ross Curtis, is a registered financial professional currently at BV SECURITIES, LLC located in Dallas, Texas.

Ross is registered as a RR (Registered Representative) and started their career in finance in 1993. Ross has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 51, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ross Robert Curtis Ii | Ross Curtis

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) - BD


Click below to view Ross Robert Curtis II'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

July 25, 2023 - Present

BV SECURITIES, LLC

Office #1: 8390 Lbj Freeway, Suite 570, Dallas, TX 75243Office #2: 8390 Lbj Freeway, Suite 565, Dallas, TX 75243
BD
CRD#: 103800
Dallas, TX
Past

February 23, 2021 - June 7, 2023

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
DALLAS, TX
Past

September 28, 2020 - December 4, 2020

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

April 28, 2020 - September 4, 2020

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

April 30, 2012 - May 17, 2018

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

January 1, 2010 - February 15, 2012

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

June 7, 2002 - January 1, 2010

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

RIA
CRD#: 109264
HOUSTON, TX
Past

May 4, 1995 - February 15, 2012

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

January 29, 1993 - October 21, 1993

F.N. WOLF & CO., INC.

BD
CRD#: 13051

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/15/2025)
RR
California
(9/15/2025)
RR
Colorado
(9/15/2025)
RR
Connecticut
(9/15/2025)
RR
Florida
(9/15/2025)
RR
Georgia
(9/15/2025)
RR
Hawaii
(9/16/2025)
RR
Idaho
(9/16/2025)
RR
Illinois
(9/15/2025)
RR
Indiana
(9/16/2025)
RR
Kansas
(9/16/2025)
RR
Kentucky
(9/15/2025)
RR
Maine
(9/16/2025)
RR
Maryland
(9/15/2025)
RR
Michigan
(9/15/2025)
RR
Minnesota
(9/15/2025)
RR
Missouri
(9/15/2025)
RR
Nebraska
(9/16/2025)
RR
Nevada
(9/15/2025)
RR
New Jersey
(9/15/2025)
RR
New Mexico
(9/16/2025)
RR
New York
(9/15/2025)
RR
North Carolina
(9/15/2025)
RR
North Dakota
(9/15/2025)
RR
Ohio
(9/15/2025)
RR
Oklahoma
(9/15/2025)
RR
Oregon
(9/16/2025)
RR
Pennsylvania
(9/16/2025)
RR
South Carolina
(9/16/2025)
RR
South Dakota
(9/16/2025)
RR
Tennessee
(9/15/2025)
RR
Texas
(7/25/2023)
RR
Utah
(9/16/2025)
RR
Virginia
(9/15/2025)
RR
Washington
(9/16/2025)
RR
Wisconsin
(9/16/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BV SECURITIES, LLC
BV SECURITIES, LLC | PETROGROWTH ENERGY ADVISORS, L.L.C.

CRD#: 103800 / SEC#: , 8-52293

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8390 Lbj Freeway, Suite 570, Dallas, TX 75243
Mailing Address
8390 Lbj Freeway, Suite 570, Dallas, TX 75243
Phone number
(800) 484-0073
Established
Texas since 11/23/1999
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BV CAPITAL, LLCSOLE SHAREHOLDER
AMSBERRY, RICHARD FRANCISFINOP2917504
CURTIS, ROSS ROBERT IINATIONAL SALES MANAGER2313766
SHADE, KENNETH EUGENEDESIGNATED PRINCIPAL/CCO3259826

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


BV SECURITIES, LLC

CRD#: 103800Dallas, TX 75243

TRUST BUT VERIFY

Monitor Ross Curtis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics