Toby J. Loftin

BP CAPITAL FUND ADVISORS

Dallas, TX

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CRD#: 4068375

Professional summary

Toby Joe Loftin is a registered financial advisor currently at BP CAPITAL FUND ADVISORS, LLC located in Dallas, Texas and BV SECURITIES, LLC located in Dallas, Texas.

Toby is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Toby has worked at 12 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. Strike Photonics - Not Investment Related, 9201 N. Central Exp., Suite 130 Dallas, TX 75231, Technology Co, Consulting, Start Date: 10/1/2021, About 40-80 Hours a month, Advise on business strategy 2. Providence Energy - Investment Related, 16400 Dallas Parkway, Ste. 400 Dallas, Texas 75248, , Energy Investments, Deal Sourcing, Start Date: 10/1/2021, About 20-40 Hours a month, Aid in capital deployment 3. Alpha 8 Group, LLC - Not Investment Related, 717 North Harwood, Dallas, TX 75225, Corporate Development, , Start Date: 6/1/2025, About 10 Hours a month, Strategic Advisor 4. BP Capital Fund Advisors (DBA/OBA) - Investment Related, 1722 Routh St, Suite 800, Dallas, TX 75201, RIA - Energy Strategies, Managing Member, Start Date: 10/1/2021, About 20-40 Hours a month, Raising Capital 5. BP Capital Advisory - Investment Related, 6138 Stefani Drive, Dallas, TX 75225, Advisory and Capital Raising, Managing Member, Start Date: 09/2024, About 20-40 Hours a month, Raising Capital 6. BV Capital/Bridgeview Multifamily: Investment related. 8390 LBJ Freeway, Suite 570, Dallas, TX 75243. Contractor. Principal Company Start: 010/2019. Fees for Finder service/PST: monthly fee. 30 hours a week, during trading hours. 7. Crohns and Colitus Foundation N Texas Board of Directors: 12801 N Central Expy, Ste 530, Dallas, TX 75243. Director. Non-Profit BoardInvestment Related: No. Start Date: 10/2024, About 5 Hours a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toby Joe Loftin'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

October 25, 2024 - Present

BP CAPITAL FUND ADVISORS, LLC

RIA

CRD#: 168476

Dallas, TX

Current

September 18, 2024 - Present

BV SECURITIES, LLC

Office #1: 8390 Lbj Freeway, Suite 565, Dallas, TX 75243

CRD#: 103800

Dallas, TX

Past

January 1, 2022 - August 7, 2024

HONEYCOMB DIGITAL INVESTMENTS, LLC

RIA

CRD#: 312626

DALLAS, TX

Past

October 7, 2021 - September 6, 2024

VIGILANT DISTRIBUTORS, LLC

CRD#: 285573

Dallas, TX

Past

January 2, 2014 - October 6, 2021

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Dallas, TX

Past

May 17, 2013 - February 18, 2014

EDGELINE CAPITAL, LLC.

CRD#: 152774

LOS ANGELES, CA

Past

February 29, 2008 - May 8, 2009

RBC CAPITAL MARKETS, LLC

CRD#: 31194

DALLAS, TX

Past

October 29, 2004 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

CRD#: 6579

DALLAS, TX

Past

September 22, 2003 - November 2, 2004

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

DALLAS, TX

Past

September 22, 2003 - November 2, 2004

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

May 24, 2002 - September 8, 2003

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

January 7, 2002 - March 6, 2002

CAPIS

CRD#: 7551

DALLAS, TX

Past

May 5, 2000 - October 26, 2001

HOAK BREEDLOVE WESNESKI & CO.

CRD#: 23728

DALLAS, TX

Past

November 16, 1999 - April 17, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BP CAPITAL FUND ADVISORS, LLC

BP CAPITAL FUND ADVISORS, LLC | BP CAPITAL TWINLINE FUNDS | BP CAPITAL MLP FUND ADVISORS, LLC

CRD#: 168476 / SEC#: 801-78461

RIA

Registered Investment Advisory firm - (8/22/2013 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Texas
(9/20/2024)

IAR

Texas
(10/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/2/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BP CAPITAL FUND ADVISORS, LLC

BP CAPITAL FUND ADVISORS, LLC | BP CAPITAL TWINLINE FUNDS | BP CAPITAL MLP FUND ADVISORS, LLC

CRD#: 168476 / SEC#: 801-78461

RIA

Registered Investment Advisory firm - (8/22/2013 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

Phone number

(214) 405-8278

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BP CAPITAL FUND ADVISORS - MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 22,000,000

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.

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Firm Stability Insights

Toby J. Loftin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toby Joe Loftin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BV SECURITIES, LLC

HONEYCOMB DIGITAL INVESTMENTS, LLC

VIGILANT DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

EDGELINE CAPITAL, LLC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS CORPORATION

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

LEHMAN BROTHERS INC.

CAPIS

HOAK BREEDLOVE WESNESKI & CO.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BP CAPITAL FUND ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2021

Series 63

Date: 5/9/2013

Series 66

Date: 12/2/1999

SIE

Date: 10/1/2018

Series 7

Date: 11/15/1999

FINRA

Current Firm

BP CAPITAL FUND ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BP CAPITAL FUND ADVISORS, LLC

TRUST BUT VERIFY

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