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Daniel W. Roberts

GP BULLHOUND
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 7160322
DR

Professional summary

Daniel William Roberts, who also goes by Daniel W Roberts, is a registered financial professional currently at GP BULLHOUND INC. located in San Francisco, California.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2023. Daniel has worked at 1 firm and has passed the Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniel W Roberts

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) - BD

Click below to view Daniel William Roberts's 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

June 5, 2023 - Present

GP BULLHOUND INC.

Office #1: One Sansome Street, Floor 36 Suite 3650, San Francisco, CA 94104
BD
CRD#: 147794
San Francisco, CA

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

General Industry/Product Exam
RR
Series 79TO
Date: 6/5/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/28/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

GB
GP BULLHOUND INC.
GP BULLHOUND INC. | GP BULLHOUND, INC.

CRD#: 147794 / SEC#: , 8-67930

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

Main Address
One Sansome Street Suite 3630, San Francisco, CA 94104
Mailing Address
One Sansome Street Suite 3630, San Francisco, CA 94104
Phone number
(415) 986-0168
Established
California since 12/21/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
GP BULLHOUND ADVISORY LIMITEDOWNER
DAFFERNER, ALEC MPRINCIPAL,CCO, AMLCO3127024
SMITH, EDWARD MERRILLFINOP / CFO3143679

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

GP BULLHOUND INC.

CRD#: 147794San Francisco, CA 94104

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