Robert Owen Boyd

Current Employers

Core Financial Advisors

301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-05-15
CA	RA	APPROVED	2013-10-16

TX RA
APPROVED_RES

Since 2014-05-15
CA RA
APPROVED

Since 2013-10-16

Branch Locations

301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408 • 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

Organization	City	State	From	To
Core Financial Advisors	San Bernardino	CA	10/2013	Present
Purshe Kaplan Sterling Investments	Albany	NY	11/2013	Present

10/2013 → Present

Core Financial Advisors

San Bernardino, CA
11/2013 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2000-05-16 → 2013-11-15

Gbs Financial Corp.

San Bernardino, CA

San Bernardino, CA

Ventura, CA

San Bernardino, CA

San Bernardino, CA

Other Businesses

1) CORE FINANCIAL ADVISORS. PARTNER. SEE REGISTERED BRANCH OFFICE LOCATION; RIA. INVESTMENT RELATED. 12/1998. 2) ROBERT O. BOYD TAX PREPARATION. 765 PARKDALE DR., SAN BERNADINO, CA 92404. NOT INVESTMENT RELATED. SOLE PROPRIETOR. 10/2010.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-19
S63	Uniform Securities Agent State Law Examination	1990-02-08

S65 Uniform Investment Adviser Law Examination

1999-08-19
S63 Uniform Securities Agent State Law Examination

1990-02-08

View on SEC IAPD

Current Employers

Core Financial Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews