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Robert Francis Lloyd

Rpata, LLC

Memphis, TN

Memphis, TN

Revolution Partners, LLC

Memphis, TN

Memphis, TN

CRD 2291892

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Employer firm

Rpata, LLC CRD 285598

$74.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rpata, Llc

Memphis, TN • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2019-02-18
TN RA APPROVED 2016-11-02
  • KY RA
    APPROVED
    Since 2019-02-18
  • TN RA
    APPROVED
    Since 2016-11-02

Branch Locations

Memphis, TN • United States

Memphis, TN • United States

Revolution Partners, Llc

Memphis, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2014-05-19
  • TN RA
    APPROVED
    Since 2014-05-19

Branch Locations

Memphis, TN • United States

Memphis, TN • 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
Revolution Partners, Llc Memphis TN 10/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-19
S63 Uniform Securities Agent State Law Examination 1992-11-02
  • S65 Uniform Investment Adviser Law Examination
    2014-05-19
  • S63 Uniform Securities Agent State Law Examination
    1992-11-02
Other Names
  • Bob Lloyd

View on SEC IAPD

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