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RS

Ralph M. Shino

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CRD#: 1380293
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.

Ralph Matthew Shino, who also goes by Matt Shino, R Matthew Shino, was a registered financial professional .

Ralph is a previously registered financial professional and started their career in finance in 1985. Ralph had worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 27, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Shino | R Matthew Shino

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 21, 2014 - September 6, 2016

STERLING ADVISOR GROUP

RIA
CRD#: 147357
MESA, AZ
Past

September 28, 1995 - October 22, 2007

BERRY-SHINO SECURITIES, INC.

BD
CRD#: 38098
SCOTTSDALE, AZ
Past

September 21, 1993 - December 13, 1994

FORTA FINANCIAL GROUP, INC.

BD
CRD#: 28784
AUSTIN, TX
Past

February 7, 1992 - September 9, 1993

FIRST SECURITY INVESTOR SERVICES, INC.

BD
CRD#: 15515
SALT LAKE CITY, UT
Past

February 11, 1991 - February 18, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 22, 1989 - January 30, 1991

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

May 18, 1989 - November 9, 1989

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
KANSAS CITY, MO
Past

April 19, 1989 - June 8, 1989

JOHNSON HOGLE & COMPANY, INC.

BD
CRD#: 23317
Past

March 24, 1988 - May 23, 1989

R. A. JOHNSON AND COMPANY, INC.

BD
CRD#: 10262
Past

December 21, 1987 - March 24, 1988

FPI SECURITIES, INC.

BD
CRD#: 10280
Past

June 19, 1985 - December 23, 1987

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 5/7/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SA
STERLING ADVISOR GROUP
STERLING ADVISOR GROUP | STERLING INVESTMENT GROUP, INC | STERLING INVESTMENT ADVISOR, INC. | STERLING INVESTMENT ADVISOR, INC.

CRD#: 147357 / SEC#:

Arizona
Registered Investment Advisory firm - (9/28/2022 Termination Requested)
California
Registered Investment Advisory firm - (12/19/2020 Terminated)
New Mexico
Registered Investment Advisory firm - (12/31/2020 Terminated)
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Contact information


Main Address
2500 S Power Rd Ste 217, Mesa, AZ 85209
Mailing Address
Phone number
(480) 729-8000
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts265
AUM (Assets Under Management)$ 11,650,000

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


STERLING ADVISOR GROUP

CRD#: 147357

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