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RS

Robert G. Stevens

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CRD#: 720687
RS

Professional summary


Robert George Stevens was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Robert had worked at 7 firms, which includes BIANCO RESEARCH SECURITIES LLC, INSPEREX LLC, ARBOR RESEARCH & TRADING LLC, OAKBROOK INVESTMENT BROKERS INC., LCP CAPITAL CORP., BARRINGTON TRADING COMPANY, ICAHN & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Stevens

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

October 17, 2000 - November 15, 2004

BIANCO RESEARCH SECURITIES, LLC

BD
CRD#: 104071
CHICAGO, IL
Past

April 7, 2000 - November 27, 2000

INSPEREX LLC

BD
CRD#: 101420
DELRAY BEACH, FL
Past

December 23, 1988 - June 22, 2011

ARBOR RESEARCH & TRADING, LLC

BD
CRD#: 21313
LAKE BARRINGTON, IL
Past

June 23, 1988 - October 12, 2012

OAKBROOK INVESTMENT BROKERS, INC.

BD
CRD#: 22133
VILLA PARK, IL
Past

February 26, 1987 - December 30, 1988

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

February 22, 1983 - March 10, 1987

BARRINGTON TRADING COMPANY

BD
CRD#: 7573
Past

December 29, 1980 - January 10, 1983

ICAHN & CO., INC.

BD
CRD#: 2274

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: 1/30/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/22/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/11/1982
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


BR
BIANCO RESEARCH SECURITIES, LLC
BIANCO RESEARCH SECURITIES, LLC | BIANCO RESEARCH, L.L.C.

CRD#: 104071 / SEC#: , 8-52524

BD
Terminated by SEC on 11/19/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 02/19/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ARBOR RESEARCH HOLDINGS, INCMEMBER
BIANCO, JAMES ARTHURCEO1675472
HANDLER, FRED DAVID JRDIRECTOR MARKETING1278354
STEVENS, JAMES RUSSELLCIO435891
STEVENS, ROBERT GEORGEFINANCIAL AND OPERATIONS PRINCIPAL720687

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


BIANCO RESEARCH SECURITIES, LLC

CRD#: 104071

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