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Sidney Albert Rennard

CRD# 2780296·Registered 1996 - 2013
Previously Registered: Being a previously registered professional could mean that Sidney 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

Sidney Albert Rennard, who also goes by Sid Rennard, was a registered financial advisor. Sidney was a previously registered financial professional and started their career in finance 1996 - 2013. Sidney had worked at 4 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

Sid Rennard

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

30 years in the financial services industry

Current & Past Employments

OAKBRIDGE FINANCIAL SERVICES·CRD# 16323
BD
St. Louis, MO
January 16, 2006 - March 25, 2013
STIFEL INDEPENDENT ADVISORS, LLC·CRD# 28218
BD
St. Louis, MO
August 13, 1998 - December 31, 2005
HUNTLEIGH SECURITIES CORPORATION·CRD# 7456
BD
St. Louis, MO
January 2, 1997 - June 18, 1998
MOSES.COM SECURITIES, INC.·CRD# 21442
BD
St. Louis, MO
September 10, 1996 - December 18, 1996

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Current Firm

OF
OAKBRIDGE FINANCIAL SERVICES

FORSYTH SECURITES, INC. | OAKBRIDGE FINANCIAL SERVICES, INC. | OAKBRIDGE FINANCIAL SERVICES | FORSYTH SECURITIES, INC.

CRD#: 16323 / SEC#: 8-33729
BD
Cancelled by SEC on 12/07/2016

Contact Information

Established

Missouri since 01/09/1985

Firm Type

Corporation

Fiscal Year End

September

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
HUANG, JOHN CHUNENOWNER2659909
STANDLEY, MICHAEL THOMASOWNER—
WINTER, KATHRYN ANNOWNER4523089
CLAYTON, ALAN CLIFTONOWNER2407426
DAVIS, GRAHAM LEWISOWNER2430102
HIGGINBOTHAM, SUZANNE GOWNER1443872
LARSON, STEVEN ELLSWORTHOWNER2422755
SIEBER, DEBRA ANNOWNER5636638
WILSON, CHARLENE FAITHFINOP, CCO1935747

Disclosures

Regulatory Event

7

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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 1996About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 1996About 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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