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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

PHILLIP DENNIS BOYD

Advisor at ST. BERNARD FINANCIAL SERVICES, INC.

Edmond, OK | RUSSELLVILLE, AR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 30, 2003 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: ST. BERNARD FINANCIAL SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Aug 4, 2000
First registration: Oct 30, 2003
Dual registered: yes, broker-dealer
Other names: DENNIS BOYD|PHILIP DENNIS BOYD
IAPD individual key: 4238671

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
ST. BERNARD FINANCIAL SERVICES, INC.	Bd affiliated wealth	Apr 22, 2024	n/a	yes	RUSSELLVILLE, AR\|Edmond, OK\|RUSSELLVILLE, AR	Current employment
CROWN CAPITAL SECURITIES, L.P.	Former SEC adviser	May 4, 2017	Dec 31, 2023	no	EDMOND, OK\|OWASSO, OK\|ORANGE, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 18, 2003	Apr 25, 2017	no	COTTONTOWN, TN\|OWASSO, OK	Previous registration
OSAIC FA, INC.	Former SEC adviser	Oct 30, 2003	Nov 4, 2003	no	BOWLING GREEN , KY	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
CROWN CAPITAL SECURITIES, L.P.	ST. BERNARD FINANCIAL SERVICES, INC.	Dec 31, 2023	Apr 22, 2024	113	Firm change	Ibd to ibd
LPL FINANCIAL LLC	CROWN CAPITAL SECURITIES, L.P.	Apr 25, 2017	May 4, 2017	9	Firm change	Other
OSAIC FA, INC.	LPL FINANCIAL LLC	Nov 4, 2003	Nov 18, 2003	14	Firm change	Other

Relationships

Registered with (4)

→ ST. BERNARD FINANCIAL SERVICES, INC.Registered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ CROWN CAPITAL SECURITIES, L.P.Registered adviserregistration: previous registration
May 4, 2017 to Dec 31, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 18, 2003 to Apr 25, 2017factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 30, 2003 to Nov 4, 2003factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Phillip Dennis Boyd left Crown Capital Securities, L.P. for St. Bernard Financial Services, Inc. (registered 2024-04-22)
Form ADVobserved 6 days ago