RB

Robert D. Bryan

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CRD#: 4873494
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 Donald Bryan JR., who also goes by Robert Donald Bryan Jr, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2004. Robert had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Donald Bryan Jr

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.

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 28, 2011 - October 29, 2014

GULFSTAR GROUP I, LTD.

BD
CRD#: 28922
HOUSTON, TX
Past

April 28, 2008 - August 4, 2011

STATESMAN CORPORATE FINANCE, LLC

BD
CRD#: 142327
HOUSTON, TX
Past

April 4, 2007 - April 14, 2008

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
CLAYTON, MO
Past

April 4, 2007 - April 14, 2008

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLAYTON, MO
Past

February 2, 2006 - March 16, 2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
CLAYTON, MO
Past

January 17, 2006 - March 16, 2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
CLAYTON, MO
Past

December 14, 2004 - January 13, 2006

OAKBRIDGE FINANCIAL SERVICES

BD
CRD#: 16323
KIRKWOOD, MO

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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GG
GULFSTAR GROUP I, LTD.
GULFSTAR GROUP I, LTD. | THE GULFSTAR GROUP,INC.

CRD#: 28922 / SEC#: , 8-43999

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


Main Address
700 Louisiana Street Ste 3800, Houston, TX 77002
Mailing Address
700 Louisiana St Ste 3800, Houston, TX 77002
Phone number
(713) 300-2010
Established
Texas since 07/11/2000
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
GULFSTAR HOLDINGS, INC.LIMITED PARTNER
IBC SUBSIDIARY CORPORATIONLIMITED PARTNER
GULFSTAR GROUP GP, LLCGENERAL PARTNER
LUEDDE, FULLERTON W IIIPRESIDENT/CCO/CEO3218204

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


GULFSTAR GROUP I, LTD.

CRD#: 28922

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