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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

ROBERT THOMAS BERNARD

Advisor at FINANCIAL SENSE ADVISORS, INC.

Jensen Beach, FL | SAN DIEGO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FINANCIAL SENSE ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 22, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Oct 22, 1986
First registration: Jun 5, 2000
Dual registered: yes, broker-dealer
Other names: ROB BERNARD
IAPD individual key: 705891

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FINANCIAL SENSE ADVISORS, INC.	Independent wealth	Apr 11, 2011	n/a	yes	SAN DIEGO, CA\|Jensen Beach, FL	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 18, 2011	no	SAN DIEGO, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	SAN DIEGO, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 5, 2000	Apr 2, 2007	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	FINANCIAL SENSE ADVISORS, INC.	Apr 18, 2011	Apr 11, 2011	-7	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ FINANCIAL SENSE ADVISORS, INC.Registered adviserregistration: current employment
Apr 11, 2011 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 18, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 5, 2000 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.