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RB

Robert A. Biggs

REALIZED FINANCIAL
AUSTIN, TX 78701
Some features on this profile are disabled
CRD#: 7265046
RB

Professional summary

Robert Arnold Biggs Jr, who also goes by Robert Arnold Biggs, is a registered financial professional currently at REALIZED FINANCIAL, INC. located in Austin, Texas.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2020. Robert has worked at 3 firms and has passed the Series 63, Series 22TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Arnold Biggs

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 Robert Arnold Biggs Jr's CRS (Customer Relationship Summary).
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

August 12, 2025 - Present

REALIZED FINANCIAL, INC.

Office #1: 500 W. 13th Street, Austin, TX 78701
RIA
BD
CRD#: 22333
AUSTIN, TX
Past

April 5, 2024 - January 16, 2025

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

November 17, 2021 - December 7, 2022

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

September 24, 2020 - December 14, 2020

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
ANN ARBOR, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/12/2025)
RR
Texas
(8/12/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/1/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 9/24/2020
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/2/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

RF
REALIZED FINANCIAL, INC.
REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.

CRD#: 22333 / SEC#: 801-70703, 8-39659

RIA
Registered Investment Advisory firm - SEC (3/25/2015 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/27/2014 Approved)
Texas
Registered Investment Advisory firm - SEC (6/6/2014 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
500 W. 13th Street, Austin, TX 78701
Mailing Address
500 W. 13th Street, Austin, TX 78701
Phone number
(512) 472-7171
Established
Texas since 03/29/1988
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
14

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REALIZED HOLDINGS INCCORPORATION
DAHILL, DAVID PCEO6581024
DAHILL, DAVID PFINOP6581024
ELLIOTT, STEPHANIE NICOLECCO2476636
ELLIOTT, STEPHANIE NICOLEPRESIDENT2476636
MEDINA, GABRIEL OCOO5061047

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

REALIZED FINANCIAL, INC.

CRD#: 22333Austin, TX 78701

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