Robert Lloyd has been President of Revolution Partners since February 2025, is a control person of the firm and directly owns under 5% of it. Robert Lloyd holds a Bachelor of Science with a double major in Economics and Sociology from the University of Wisconsin-Madison and a Master of Business Administration from the University of New Orleans.
Revolution Partners, LLC is a firm with $115M under management, 80 clients and 4 advisers in one office, as of its March 2026 filing.
Bob Lloyd is President of Revolution Partners. As president, he is responsible for the selection, architecture, maintenance, and usage of the firm's technology resources. Before joining Fowler to organize Revolution Partners, he was at Raymond James Financial and Morgan Keegan, where he held several positions of increasing responsibility.
Robert Lloyd’s longest registration is the current one, 12 years at Revolution Partners since 2014.
- Rpata, LLCAlso current– present · 9 yearsMemphis, TN · Adviser representative · Firm CRD 285598
- Revolution Partners, LLCCurrent– present · 12 yearsMemphis, TN · Adviser representative · Firm CRD 170310
Investment adviser representative registrations
Robert Lloyd is registered as an investment adviser representative in 2 states. The first approvals date from May 2014; the most recent is Kentucky, in February 2019.
- KentuckySince 18 February 2019
- TennesseeSince 19 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2014 |
| Series 7 | General Securities Representative Examination | 3 November 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 November 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robert Francis Lloyd
- CRD
- 2291892
- Firm
- Revolution Partners · CRD 170310
- Role
- President
- Office
- Memphis, TN
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- revolutionpartners.com
Where does Robert Lloyd work?
Robert Lloyd has been President of Revolution Partners, LLC since February 2025, and is a control person of the firm.
Is Robert Lloyd a financial advisor?
Yes. Robert Lloyd has a current investment-adviser registration in Kentucky and Tennessee, through Revolution Partners since May 2014.
How many years of experience does Robert Lloyd have?
Robert Lloyd has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Robert Lloyd passed?
Robert Lloyd has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in November 1992.
Where is Robert Lloyd based?
Robert Lloyd’s registered office is in Memphis, TN.
Is Robert Lloyd registered with FINRA?
No. Robert Lloyd has no current broker registration.
How can I verify Robert Lloyd’s record?
Search CRD 2291892 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Lloyd’s full registration record.