Best Investors Account Sign in
Inactive

Dustin Scott Roberts

Savvy

Turlock, CA

New York, NY

Claim This Profile
Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-08
  • CA RA
    APPROVED
    Since 2025-04-08

Branch Locations

Turlock, CA • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Compass Bank Birmingham AL 02/2012 03/2021
Bbva Securities Inc. Turlock CA 05/2013 03/2021
Bbva Compass Insurance Agency, Inc. Austin TX 06/2012 03/2021
Bbva Wealth Solutions Inc. Turlock CA 09/2017 03/2021
U.S. Bank Turlock CA 03/2021 03/2025
U.S. Bancorp Investments, Inc. Turlock CA 07/2021 03/2025
Savvy Turlock CA 03/2025 Present
  • 02/2012 → 03/2021
    Compass Bank
    Birmingham, AL
  • 05/2013 → 03/2021
    Bbva Securities Inc.
    Turlock, CA
  • 06/2012 → 03/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 09/2017 → 03/2021
    Bbva Wealth Solutions Inc.
    Turlock, CA
  • 03/2021 → 03/2025
    U.S. Bank
    Turlock, CA
  • 07/2021 → 03/2025
    U.S. Bancorp Investments, Inc.
    Turlock, CA
  • 03/2025 → Present
    Savvy
    Turlock, CA
Previous Registrations
  • 2021-08-05 → 2025-04-11
    U.S. Bancorp Investments, Inc.
    Lake Saint Louis, MO
    San Francisco, CA
    Sioux Falls, SD
    Sacramento, CA
    Spokane, WA
    Turlock, CA
  • 2017-09-11 → 2021-04-07
    Pnc Managed Account Solutions, Inc.
    Turlock, CA
Other Businesses

Board Member of ACT Advancing Children of Turlock; Non-investment related; Start date: 10/01/2020; Approximately 3 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-31
S63 Uniform Securities Agent State Law Examination 2012-12-18
  • S65 Uniform Investment Adviser Law Examination
    2017-08-31
  • S63 Uniform Securities Agent State Law Examination
    2012-12-18

View on SEC IAPD

More in Turlock, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor