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RA

Richard J. Adams

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CRD#: 1072936
RA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Joseph Adams, who also goes by Richard J Adams, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1984. Richard had worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 62, Series 7, Series 28 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard J Adams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 13, 1999 - September 3, 2024

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

January 1, 1991 - June 7, 1993

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
NEW YORK, NY
Past

July 2, 1984 - February 15, 1989

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

June 20, 1984 - June 25, 1984

J. W. WELLER & CO., INC.

BD
CRD#: 6106

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/12/1999
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 8/12/1999
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


TL
THINKEQUITY LLC
FORDHAM FINANCIAL MANAGEMENT, INC. | THINKEQUITY LLC

CRD#: 20996 / SEC#: , 8-38622

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
17 State Street 41st Floor, New York, NY, 10004
Mailing Address
17 State Street 41st Floor, New York, NY, 10004
Phone number
(212) 732-8500
Established
Delaware since 08/13/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JAIGOBIND, RAMNARAIN JOSEPH JRCHIEF EXECUTIVE OFFICER, GENERAL PRINCIPAL2273469
FORDHAM HOLDING GROUP, INC.SHAREHOLDER
BAQUET, EDWARD MANUELOPTIONS PRINCIPAL4986983
BAQUET, WILLIAMGENERAL PRINCIPAL, PRESIDENT, DIRECTOR, SECRETARY, TREASURER, HEAD OF TRADING, NYSE GP, NYSE GS CHIEF OPERATING OFFICER1332676
BOYLE, BRUCECOMPLIANCE OFFICER, OPTIONS PRINCIPAL1796066
CHOUDHARY, CHIRAGHEAD OF EQUITY CAPITAL MARKETS AND INSTITUTIONAL SALES4534379
GIORDANO, CHARLES FRANCISMANAGING DIRECTOR, GENERAL PRINCIPAL2124257
HENDERSON, PHYLLIS ANNECHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, NYSE GP, NYSE GS1343053
HILDER, DAVID BRUCESUPERVISORY ANALYST, RESEARCH PRINCIPAL2178978
KRIM, ALAN MITCHELLCFO, FINOP, NYSE FI2785337
KUMAR, ASHOKMANAGING DIRECTOR, RESEARCH2374960
LORD, ERICHEAD OF INVESTMENT BANKING5232206
MANCUSO, PETER VINCENTMANAGING DIRECTOR, EQUITY TRADING, NYSE COMPLIANCE OFFICER, FLOOR SUPERVISOR2357435
MANGAN, KEVIN ROBERTMANAGING DIRECTOR, HEAD OF EQUITY SYNDICATE5365766
MOHAMMED, SABRINA JASMINEFINOP7151560
QUARTUCCIO, PHILIP PAULMANAGING DIRECTOR, HEAD OF GLOBAL TRADING2397864
ROTHBAUM, SCOTTSUPERVISOR - SALES5237026
SINGER, JEFFREY DAVIDHEAD OF DEBT CAPITAL MARKETS4829339
SKOP, CRAIG MICHAELS-24 SUPERVISOR - CORPORATE ACCESS2301924

Disclosures


Regulatory Event8
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THINKEQUITY LLC

CRD#: 20996

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