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RT

Robert J. Tilliss

INNER CIRCLE SPORTS LLC
BOCA RATON, FL 33434
Some features on this profile are disabled
CRD#: 2621358
RT

Professional summary


Robert Jay Tilliss, who also goes by Robert J Tillis, is a registered financial professional currently at INNER CIRCLE SPORTS LLC located in Boca Raton, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 2 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert J Tillis

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 Robert Jay Tilliss's 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 27, 2004 - Present

INNER CIRCLE SPORTS LLC

Office #1: 3013 Yamato Road Suite B12-339, Boca Raton, FL 33434
BD
CRD#: 127772
BOCA RATON, FL
Past

January 2, 1998 - November 14, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

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
Florida
(4/18/2022)
RR
New York
(6/7/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 4/4/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IC
INNER CIRCLE SPORTS LLC
INNER CIRCLE SPORTS LLC

CRD#: 127772 / SEC#: , 8-66043

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
3013 Yamato Road Suite B12-339, Boca Raton, FL 33434
Mailing Address
3013 Yamato Road Suite B12-339, Boca Raton, FL 33434
Phone number
(917) 699-4620
Established
Delaware since 11/06/2002
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TILLISS, ROBERT JAYCEO, PRESIDENT,CCO, AML OFFICER, GRANTOR2621358
JENNIFER TILLISS GST EXEMPT 2023 TRUSTOWNER, TRUSTEE PATRICK RYAN
ROBERT TILLISS GST EXEMPT 2020 TRUSTOWNER, TRUSTEE PATRICK RYAN
RYAN, PATRICKTRUSTEE8101487
TILLISS, JENNIFER DAWNGRANTOR7316950

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


INNER CIRCLE SPORTS LLC

CRD#: 127772Boca Raton, FL 33434

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