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Robert Donald Bryan Jr.

CRD# 4873494·Registered 2004 - 2014
Previously Registered: Being a previously registered professional could mean that Robert 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

Robert Donald Bryan JR., who also goes by Robert Donald Bryan Jr, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 2004 - 2014. Robert had worked at 5 firms and has passed the Series 65, Series 63, SIE 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

Robert Donald Bryan 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

21 years in the financial services industry

Current & Past Employments

GULFSTAR GROUP I, LTD.·CRD# 28922
BD
Houston, TX
July 28, 2011 - October 29, 2014
STATESMAN CORPORATE FINANCE, LLC·CRD# 142327
BD
Houston, TX
April 28, 2008 - August 4, 2011
NATCITY INVESTMENTS, INC.·CRD# 17490
RIA
Clayton, MO
April 4, 2007 - April 14, 2008
NATCITY INVESTMENTS, INC.·CRD# 17490
BD
Clayton, MO
April 4, 2007 - April 14, 2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
RIA
Clayton, MO
February 2, 2006 - March 16, 2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
Clayton, MO
January 17, 2006 - March 16, 2007
OAKBRIDGE FINANCIAL SERVICES·CRD# 16323
BD
Kirkwood, MO
December 14, 2004 - January 13, 2006

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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)

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

FINRA licenses (22 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 Feb 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2004About 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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