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RS

Richard D. Sutter

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CRD#: 1264603
RS

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 Donald Sutter JR, who also goes by Rick Sutter, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1984. Richard had worked at 11 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Sutter

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

June 20, 2003 - September 10, 2003

TRG FINANCIAL, INC.

BD
CRD#: 43870
LAKEWOOD RANCH, FL
Past

March 7, 2001 - July 11, 2001

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

May 12, 2000 - March 14, 2001

PROTECTIVE GROUP SECURITIES CORPORATION

BD
CRD#: 6757
MINNEAPOLIS, MN
Past

May 14, 1999 - August 20, 1999

KEY CLEARING CORP.

BD
CRD#: 37595
BROOKLYN, OH
Past

August 13, 1998 - May 14, 1999

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

November 22, 1996 - December 11, 1997

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

September 3, 1994 - November 5, 1996

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

December 13, 1993 - August 9, 1994

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

January 1, 1992 - October 22, 1993

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

February 6, 1990 - December 31, 1991

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

July 26, 1984 - October 18, 1989

INVESTMENTS, INCORPORATED

BD
CRD#: 7403

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: 8/1/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/4/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TF
TRG FINANCIAL, INC.
P & A FINANCIAL SECURITIES, INC. | TRG FINANCIAL, INC. | TRG ADVISORS, INC.

CRD#: 43870 / SEC#: 801-72702, 8-50449

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


Main Address
8470 Enterprise Circle Suite 110, Amherst, NY 14221
Mailing Address
8470 Enterprise Circle Suite 110, Lakewood Ranch, FL 34202
Phone number
(716) 204-7610
Established
New York since 07/23/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV PART 2A - TRG ADVISORS, INC (2/21/2018)

Direct owners and executive officers


NamePositionCRD#
DUGGAN, PAUL SHAUGHNESSYPRESIDENT1135600
DUGGAN, PAUL SHAUGHNESSYCHIEF COMPLIANCE OFFICER1135600

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


TRG FINANCIAL, INC.

CRD#: 43870

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