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Current Employers
Edwards Financial & Insurance Services

Helotes, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-02
  • TX RA
    APPROVED
    Since 2020-04-02

Branch Locations

Helotes, TX • 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
Encompass More, A Division Of Verity Asset Management Durham NC 05/2019 02/2020
Appreciation Financial San Antonio TX 11/2018 02/2020
Verizon San Antonio TX 11/2006 03/2019
Edwards Financial & Insurance Services, Llc San Antonio TX 01/2020 Present
Amdocs San Antonio TX 07/2020 Present
  • 05/2019 → 02/2020
    Encompass More, A Division Of Verity Asset Management
    Durham, NC
  • 11/2018 → 02/2020
    Appreciation Financial
    San Antonio, TX
  • 11/2006 → 03/2019
    Verizon
    San Antonio, TX
  • 01/2020 → Present
    Edwards Financial & Insurance Services, Llc
    San Antonio, TX
  • 07/2020 → Present
    Amdocs
    San Antonio, TX
Previous Registrations
Other Businesses

BOB EDWARDS IS AN EMPLOYEE AS A SALES MANAGER WITH AMDOCS (1390 Timberlake Manor Parkway Chesterfield, MO 63017) SINCE JULY 2020. THIS BUSINESS IS NOT INVESTMENT RELATED. TIME SPENT ON THIS BUSINESS IS GENERALLY LESS THAN 10 HOURS PER MONTH DURING TRADING OR ANY OTHER HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-07
  • S65 Uniform Investment Adviser Law Examination
    2019-05-07
Other Names
  • Robert Lynn Edwards

View on SEC IAPD

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