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RB

Robert V. Bundy

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CRD#: 35150
RB

Professional summary


Being a previously registered professional could mean that this person 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.

Robert Vincent Bundy, who also goes by Bob Bundy, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1966. Robert had worked at 8 firms and has passed the SIE, Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Bundy

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)


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

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


Past

July 8, 2002 - June 1, 2018

BRYAN FUNDING, INC.

BD
CRD#: 11899
CANONSBURG, PA
Past

June 27, 2001 - March 8, 2002

ANTHEM SECURITIES, INC.

BD
CRD#: 42420
PITTSBURGH, PA
Past

November 17, 1994 - July 20, 2012

COOPER MALONE MCCLAIN, INC.

BD
CRD#: 18637
WICHITA, KS
Past

February 11, 1991 - March 17, 1993

THE COLUMBIAN SECURITIES CORPORATION

BD
CRD#: 169
Past

June 23, 1986 - February 12, 1991

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

December 12, 1983 - March 25, 1985

CALLON SECURITIES COMPANY

BD
CRD#: 10470
Past

September 20, 1982 - March 2, 1983

COLUMBUS CAPITAL CORP.

BD
CRD#: 6076
Past

September 26, 1966 - June 30, 1984

BEECROFT, COLE & COMPANY, INC.

BD
CRD#: 82

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 6/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 4/20/1965
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 9/20/1966
General Securities Principal Examination

Current Firm


BF
BRYAN FUNDING, INC.
BRYAN FUNDING INC | VESCIO ASSET MANAGEMENT, LLC | BRYAN FUNDING, INC.

CRD#: 11899 / SEC#: , 8-27880

BD
Terminated by SEC on 12/15/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 05/21/1981
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRYAN, RICHARD GEORGE JRCHIEF COMPLIANCE OFFICER807467
BRYAN, RICHARD GEORGE JRPRESIDENT807467

Disclosures


Regulatory Event4

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


BRYAN FUNDING, INC.

CRD#: 11899

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