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Robert Devereux Eddy

Eddy Financial, LLC

Santa Monica, CA

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Current Employers
Eddy Financial, Llc

100 Wilshire Boulevard Suite 700, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-11-13
  • CA RA
    APPROVED
    Since 2017-11-13

Branch Locations

100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401 • 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
Capital Analysts, Incorporated Woodland Hills CA 08/1997 11/2017
Lincoln Investment Woodland Hills CA 06/2012 11/2017
Eddy Financial, Llc Santa Monica CA 11/2017 Present
  • 08/1997 → 11/2017
    Capital Analysts, Incorporated
    Woodland Hills, CA
  • 06/2012 → 11/2017
    Lincoln Investment
    Woodland Hills, CA
  • 11/2017 → Present
    Eddy Financial, Llc
    Santa Monica, CA
Previous Registrations
  • 2012-06-01 → 2017-11-14
    Lincoln Investment
    Woodland Hills, CA
  • 2012-06-04 → 2017-11-14
    Capital Analysts
    Woodland Hills, CA
  • 1999-10-13 → 2012-06-01
    Cincinnati Analysts, Inc.
    Woodland Hills, CA
    Cincinnati, OH
    Woodland Hills, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-03-26
  • S63 Uniform Securities Agent State Law Examination
    1984-03-26
Designations

View on SEC IAPD

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