Robert Poynor has been an investment adviser representative at Castleview Partners since December 2025, and is not listed among the firm’s executive officers or direct owners.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
- Castleview Partners, LLCCurrent– present · under a yearPlano, TX · Adviser representative · Firm CRD 281410
Investment adviser representative registrations
Robert Poynor is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 17 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2025 |
| Series 3 | National Commodity Futures Examination | 5 March 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 January 1992 |
| Series 7 | General Securities Representative Examination | 20 January 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Wilson Poynor
- CRD
- 2198999
- Firm
- Castleview Partners · CRD 281410
- Office
- 101 E. Park Blvd, Suite 975, Plano, TX 75074
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Poynor work?
Robert Poynor is an investment adviser representative registered through Castleview Partners, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Poynor a financial advisor?
Yes. Robert Poynor has a current investment-adviser registration in Texas, through Castleview Partners since December 2025.
How many years of experience does Robert Poynor have?
Robert Poynor has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Robert Poynor passed?
Robert Poynor has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in January 1992.
Where is Robert Poynor based?
Robert Poynor’s registered office is in Plano, TX.
Is Robert Poynor registered with FINRA?
No. Robert Poynor has no current broker registration.
How can I verify Robert Poynor’s record?
Search CRD 2198999 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Poynor’s full registration record.
