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Richard F. Breen

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CRD#: 1164403
RB

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 Francis Breen JR, who also goes by Jr Richard Francis Breen, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1983. Richard had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jr Richard Francis Breen

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

September 19, 2006 - December 6, 2012

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
NEW WOODSTOCK, NY
Past

August 31, 2006 - December 31, 2014

RIDGEWAY CONGER ADVISORY SERVICES

RIA
CRD#: 139372
EMMAUS, PA
Past

January 14, 2003 - June 29, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
COOPERSBURG, PA
Past

December 20, 2002 - September 13, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
COOPERSBURG, PA
Past

November 21, 1994 - December 19, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 18, 1992 - September 15, 1994

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

August 3, 1990 - September 4, 1992

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

May 12, 1987 - July 3, 1990

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

August 10, 1983 - June 19, 1986

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

August 10, 1983 - June 20, 1986

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

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
IAR
Series 65
Date: 4/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


R&
RIDGEWAY & CONGER, INC.
AMES INVESTMENT & RETIREMENT | WARD WEALTH MANAGEMENT | UPSTATE FINANCIAL CONSULTANTS | TRADE EAGLE CORPORATION | STRONGHEART FINANCIAL | STRATUM FINANCIAL | STRATEGIC FINANCIAL PLANNING | SK CAPITAL MANAGEMENT CONULTANTS, INC. | SILVASOFT | RUSSO INVESTMENTS LLC. | ROBERT VANCE AND ASSOCIATES | RIDGEWAY & CONGER, INC. | PAIGEMICHAEL LLC | OAK FINANCIAL & RETIREMENT PLANNING INC. | MBS SOURCE | MAHTANI FINANCIAL GROUP | LEGACY WEALTH MANAGEMENT, LLC. | INVESTMENTS CONCEPTS | FAUBEL FINANCIAL GROUP | FAIRFIELD FINANCIAL GROUP INC | DISNEY INVESTMENT CO. | DAVIDOW FINANCIAL | BRISARD & BRISARD, INC. | BMB TRADING INC.

CRD#: 113055 / SEC#: , 8-53291

BD
Terminated by SEC on 07/10/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/02/2001
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CLAYTON LOWELL & CONGER, INC.OWNER
GARBER, LEIGH MCCOBBPRESIDENT, CEO2768572
GARBER, LEIGH MCCOBBCCO/COO
GARBER, LEIGH MCCOBBMUNI. PRIN./VP/SEC/TREAS/ROSFP2768572

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


RIDGEWAY & CONGER, INC.

CRD#: 113055

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