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Ralph Baxter Bird

CRD# 4525978·Registered 2002 - 2012
Previously Registered: Being a previously registered professional could mean that Ralph 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

Ralph Baxter Bird, who also goes by Biggs Bird, Ralph Bird Jr., was a registered financial advisor. Ralph was a previously registered financial professional and started their career in finance 2002 - 2012. Ralph had worked at 5 firms and has passed the Series 65, Series 66 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

Biggs Bird, Ralph Bird Jr.

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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

24 years in the financial services industry

Current & Past Employments

CALLAWAY FINANCIAL SERVICES·CRD# 114438
RIA
Arlington, TX
April 21, 2010 - June 11, 2012
BOURNEHILL INVESTMENT SERVICES, INC.·CRD# 104003
BD
Irving, TX
April 12, 2010 - June 11, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Lubbock, TX
October 23, 2009 - April 13, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Lubbock, TX
October 23, 2009 - April 13, 2010
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
RIA
Ft. Worth, TX
August 1, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Ft. Worth, TX
August 1, 2008 - October 23, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Ft. Worth, TX
April 5, 2005 - August 5, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Ft. Worth, TX
April 1, 2005 - August 5, 2008
EDWARD JONES·CRD# 250
BD
St. Louis, MO
January 6, 2003 - April 7, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
May 2, 2002 - October 23, 2002

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Current Firm

CF
CALLAWAY FINANCIAL SERVICES

CALLAWAY FINANCIAL SERVICES | COREY N. CALLAWAY | CFS HOLDINGS, INC. DBA CALLAWAY INSURANCE AGENCY | CFS ADVISORS, LLC DBA CALLAWAY FINANCIAL SERVICES | CALLAWAY FINANCIAL SERVICES, INC.

CRD#: 114438

Contact Information

Main Address

721 N Fielder Rd Suite C, Arlington, TX 76012

Documents

Latest Form ADV

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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 65 — Uniform Investment Adviser Law Examination

Passed Jun 2005About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed May 2002About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed May 2002About 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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