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Robert Joseph Lloyd

Lloyds Intrepid Wealth Management

The Woodlands, TX

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Current Employers
Lloyds Intrepid Wealth Management

1330 Lake Robbins Dr Suite 560, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-08
  • TX RA
    APPROVED
    Since 2020-07-08

Branch Locations

1330 Lake Robbins Dr Suite 560, The Woodlands, TX 77380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America Merrill Lynch The Woodlands TX 04/2013 06/2020
Lloyds Intrepid Llc The Woodlands TX 07/2020 Present
  • 04/2013 → 06/2020
    Bank Of America Merrill Lynch
    The Woodlands, TX
  • 07/2020 → Present
    Lloyds Intrepid Llc
    The Woodlands, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-11
S63 Uniform Securities Agent State Law Examination 2000-08-23
  • S66 Uniform Combined State Law Examination
    2013-06-11
  • S63 Uniform Securities Agent State Law Examination
    2000-08-23
Designations
Other Names
  • Robert Joseph Lloyd
  • Robert J Lloyd

View on SEC IAPD

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Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

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