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RB

Roger T. Briggs

RABO SECURITIES USA
NEW YORK, NY 10036
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CRD#: 1140433
RB

Professional summary


Roger Thomas Briggs, who also goes by Roger Thomas Briggs Jr, is a registered financial professional currently at RABO SECURITIES USA, INC. located in New York, New York.

Roger is registered as a RR (Registered Representative) and started their career in finance in 1986. Roger has worked at 11 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Roger Thomas Briggs Jr

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) - BD


Click below to view Roger Thomas Briggs's CRS (Customer Relationship Summary).

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


Current

February 23, 2019 - Present

RABO SECURITIES USA, INC.

Office #1: 151 West 42nd Street 8th Floor, New York, NY 10036
BD
CRD#: 122657
NEW YORK, NY
Past

May 26, 2015 - May 14, 2018

CANACCORD GENUITY LLC

BD
CRD#: 1020
Nashville, TN
Past

February 25, 2015 - May 27, 2015

LAMPERT CAPITAL MARKETS INC.

BD
CRD#: 103725
NY, NY
Past

April 14, 2014 - September 16, 2014

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

August 25, 2009 - June 12, 2012

VELOCITYHEALTH SECURITIES, INC.

BD
CRD#: 134616
NASHVILLE, TN
Past

June 15, 2001 - June 5, 2009

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
NASHVILLE, TN
Past

April 30, 2001 - July 25, 2001

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

May 16, 2000 - April 30, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

October 2, 1994 - September 9, 1999

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

June 7, 1989 - February 25, 1993

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

May 20, 1986 - April 6, 1989

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/1/2024)
RR
Alaska
(7/1/2024)
RR
Arizona
(7/1/2024)
RR
Arkansas
(7/1/2024)
RR
California
(7/1/2024)
RR
Colorado
(7/1/2024)
RR
Connecticut
(7/1/2024)
RR
Delaware
(7/1/2024)
RR
District of Columbia
(7/1/2024)
RR
Florida
(7/1/2024)
RR
Georgia
(7/1/2024)
RR
Hawaii
(7/1/2024)
RR
Idaho
(7/1/2024)
RR
Illinois
(7/1/2024)
RR
Indiana
(7/1/2024)
RR
Iowa
(7/1/2024)
RR
Kansas
(7/1/2024)
RR
Kentucky
(7/1/2024)
RR
Louisiana
(7/1/2024)
RR
Maine
(7/1/2024)
RR
Maryland
(7/1/2024)
RR
Massachusetts
(7/1/2024)
RR
Michigan
(7/1/2024)
RR
Minnesota
(7/1/2024)
RR
Mississippi
(7/1/2024)
RR
Missouri
(7/1/2024)
RR
Montana
(7/1/2024)
RR
Nebraska
(7/1/2024)
RR
Nevada
(7/1/2024)
RR
New Hampshire
(7/1/2024)
RR
New Jersey
(7/1/2024)
RR
New Mexico
(7/1/2024)
RR
New York
(2/23/2019)
RR
North Carolina
(7/1/2024)
RR
North Dakota
(7/1/2024)
RR
Ohio
(7/1/2024)
RR
Oklahoma
(7/1/2024)
RR
Oregon
(7/1/2024)
RR
Pennsylvania
(7/1/2024)
RR
Puerto Rico
(7/1/2024)
RR
Rhode Island
(7/1/2024)
RR
South Carolina
(7/1/2024)
RR
South Dakota
(7/1/2024)
RR
Tennessee
(7/1/2024)
RR
Texas
(7/1/2024)
RR
Utah
(7/1/2024)
RR
Vermont
(7/1/2024)
RR
Virginia
(7/1/2024)
RR
Washington
(7/1/2024)
RR
West Virginia
(7/1/2024)
RR
Wisconsin
(7/1/2024)
RR
Wyoming
(7/1/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 12/8/1986
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
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
RABO SECURITIES USA, INC.
RABO SECURITIES USA, INC. | RABO SECURITIES USA, INCORPORATED

CRD#: 122657 / SEC#: , 8-65525

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


Main Address
151 West 42nd Street 8th Floor, New York, NY 10036
Mailing Address
151 West 42nd Street 8th Floor, New York, NY 10036
Phone number
(212) 808-2548
Established
Delaware since 03/22/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
UTRECHT-AMERICA HOLDINGS, INCSOLE SHAREHOLDER
AMIN, SHREYASECRETARY7368182
BASSETT, DAVID FRANCISCHAIRMAN2802027
CHESTER, WILLIAM PETERDIRECTOR5868288
DEMAZURE PELLETIER, CHRISTINE MARIEDIRECTOR5481370
KITTEL, CHRISTOPHER FREDERICKCHIEF COMPLIANCE OFFICER2718043
KORMANEK, SHAWN PATRICKDIRECTOR7310810
LAMPER, KATHERINE SDIRECTOR5202959
LAZAROV, DUSAN OBRADDIRECTOR7904295
MARTENS, ANDREA MARIEFINANCIAL AND OPERATIONS PRINCIPAL1187593
PASDAR, NADERCHIEF EXECUTIVE OFFICER AND DIRECTOR4702711

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


RABO SECURITIES USA, INC.

CRD#: 122657New York, NY 10036

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