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RB

Robert A. Baiad

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CRD#: 4024966
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 Anthony Baiad was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2000. Robert had worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

October 29, 2021 - October 28, 2024

BLUE OCEAN ATS

BD
CRD#: 306512
WEST PALM BEACH, FL
Past

August 3, 2001 - August 22, 2002

RIGGS SECURITIES INC.

BD
CRD#: 46202
WASHINGTON, DC
Past

April 6, 2000 - December 5, 2000

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

March 22, 2000 - April 13, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC

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


State Security Law Exam
RR
Series 63
Date: 12/13/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/29/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BO
BLUE OCEAN ATS
BLUE OCEAN ATS | BLUE OCEAN ATS, LLC

CRD#: 306512 / SEC#: , 8-70452

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


Main Address
515 N. Flagler Dr, Suite 350 515, West Palm Beach, FL 33401
Mailing Address
515 N. Flagler Dr, Suite 350 515, West Palm Beach, FL 33401
Phone number
(917) 533-5595
Established
Delaware since 10/31/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BLUE OCEAN TECHNOLOGIES, LLCMANAGING MEMBER
BEATON, DANIEL STEWARTREGISTERED FINANCIAL PRINCIPAL4240769
BROWN, JASON MATTHEWHEAD OF SALES AND ATS OPERATIONS2334010
HYNDMAN, BRIAN KEITHPRESIDENT & CEO2281837
MEADE, CHRISTOPHER HILARYCHIEF COMPLIANCE OFFICER2629159
WISHIK, EDWARDCHIEF FINANCIAL OFFICER2264777

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


BLUE OCEAN ATS

CRD#: 306512

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