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RS

Robert S. Semple

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CRD#: 418738
RS

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 Stewart Semple was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1969. Robert had worked at 11 firms and has passed the Series 63, Series 1, F04 and Series 00 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

January 25, 2018 - December 14, 2018

SEMPLE CAPITAL & RISK MANAGEMENT

RIA
CRD#: 145440
San Jose, CA
Past

January 23, 2017 - December 31, 2017

SEMPLE CAPITAL & RISK MANAGEMENT

RIA
CRD#: 145440
San Jose, CA
Past

February 10, 2016 - December 31, 2016

SEMPLE CAPITAL & RISK MANAGEMENT

RIA
CRD#: 145440
San Jose, CA
Past

May 19, 2008 - December 31, 2015

SEMPLE CAPITAL & RISK MANAGEMENT

RIA
CRD#: 145440
SAN JOSE, CA
Past

June 20, 2002 - December 13, 2005

OAK TREE SECURITIES, INC.

RIA
CRD#: 18126
PALO ALTO, CA
Past

January 10, 1991 - November 6, 2007

OAK TREE SECURITIES, INC.

BD
CRD#: 18126
LIVERMORE, CA
Past

April 20, 1989 - December 31, 1990

E.F. DALY FINANCIAL GROUP

BD
CRD#: 20434
Past

September 1, 1988 - March 31, 1989

KAVANAUGH SECURITIES, INC.

BD
CRD#: 10606
Past

December 24, 1987 - September 15, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

September 20, 1984 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

June 4, 1980 - September 17, 1984

BMI FINANCIAL GROUP

BD
CRD#: 7926
Past

February 9, 1979 - July 6, 1980

COASTAL ASSET MANAGEMENT CORPORATION

BD
CRD#: 7852
Past

February 1, 1977 - March 22, 1979

APEX FINANCIAL PLANNERS CORP.

BD
CRD#: 6375
Past

May 5, 1975 - May 30, 1976

KNIGHTSBRIDE SECURITIES INC

BD
CRD#: 1000002
Past

July 1, 1969 - August 5, 1973

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 9/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 6/27/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 12/5/1974
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 11/21/1974
General Securities Principal Examination

Current Firm


SC
SEMPLE CAPITAL & RISK MANAGEMENT
SEMPLE CAPITAL & RISK MANAGEMENT | SEMPLE, ROBERT S. | SEMPLE CAPITAL & RISK MANAGEMENT, LLC

CRD#: 145440 / SEC#:

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Contact information


Main Address
San Jose, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


SEMPLE CAPITAL & RISK MANAGEMENT

CRD#: 145440

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