Robert Austin Breedlove Sperry
Professional Summary
Robert Austin Breedlove Sperry, who also goes by Robert Austin Sperrry, Robert Austin Breedlove Sperrry, Austin Sperry, Robert Austin Breedlov Sperry, is a registered financial advisor currently at TIMOTHY PARTNERS, LTD. located in Maitland, Florida. Robert is registered as a RR (Registered Representative) and started their career in finance in 2022. Robert has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Austin Sperrry, Robert Austin Breedlove Sperrry, Austin Sperry, Robert Austin Breedlov Sperry
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
TIMOTHY PARTNERS, LTD.
Contact Information
Main Address
1055 Maitland Center Commons, Maitland, FL 32751Mailing Address
1055 Maitland Center Commons, Maitland, FL 32751Phone Number
(407) 644-1986Established
Florida since 12/06/1993Firm Type
PartnershipFiscal Year End
DecemberFirm Size
Small# of Employees
24SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
FINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TIMOTHY PARTNERS, LC | LIMITED PARTNER | — |
| COVENANT FUNDS, INC. | CORPORATE MANAGER GENERAL PARTNER | — |
| ALLY, ARTHUR DOUGLAS | SHAREHOLDER | 855097 |
| ALLY, GREGORY SCOTT | CHIEF FINANCIAL OFFICER | 7235816 |
| CHAMPION, ERIC SAMUEL | CHIEF OPERATING OFFICER | 6764420 |
| MUMBERT, BRIAN SCOTT | CHIEF EXECUTIVE OFFICER | 5550269 |
| MUMBERT, CHERYL MARIE | CHIEF EXPERIENCE OFFICER | 2237206 |
| STEELE, SUSAN MARY | CHIEF COMPLIANCE OFFICER | 4816964 |
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$2,862,241,624Similar Advisors
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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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Primary Firm SEC Registration
TIMOTHY PARTNERS, LTD.
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2022About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Austin Breedlove Sperry's CRS (Customer Relationship Summary).
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