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RS

Richard M. Schilleman

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CRD#: 1448989
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 Matlock Schilleman, who also goes by Matt Schilleman, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1985. Richard had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Schilleman

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

October 21, 2008 - September 7, 2012

STERLING ENTERPRISES GROUP, INC.

BD
CRD#: 44915
ST. PETERSBURG, FL
Past

June 30, 2005 - November 5, 2008

PEAK SECURITIES CORPORATION

BD
CRD#: 107907
LARGO, FL
Past

July 2, 2003 - August 5, 2003

NOWTRADE, CORP.

BD
CRD#: 47596
ST. PETERSBURG, FL
Past

September 27, 2001 - November 8, 2001

NOWTRADE, CORP.

BD
CRD#: 47596
ST. PETERSBURG, FL
Past

February 21, 2001 - June 5, 2001

METROPOLITAN INVESTMENT SECURITIES, INC.

BD
CRD#: 14146
SPOKANE, WA
Past

April 10, 2000 - June 19, 2000

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

November 24, 1999 - April 10, 2000

SAN CLEMENTE SECURITIES, INC.

BD
CRD#: 21895
SAN CLEMENTE, CA
Past

January 28, 1992 - November 10, 1999

FOX & COMPANY INVESTMENTS INC.

BD
CRD#: 18517
SCOTTSDALE, AZ
Past

December 27, 1985 - July 11, 1990

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

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: 1/7/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SE
STERLING ENTERPRISES GROUP, INC.
G.G. FINANCIAL CORP. | STERLING ENTERPRISES GROUP, INC.

CRD#: 44915 / SEC#: , 8-50876

BD
Terminated by SEC on 02/15/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 02/25/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALYN TOWNE III, LPOWNER
GREGG, DAVID JOSEPHVP/CCO/SROP/CROP/AML CO/SUPERVISOR OF OSJ/BRANCHES1500899
TOWNE, ALYN LEE IIIPRESIDENT/CEO/CFO/DESIGNATED MSP2552744

Disclosures


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


STERLING ENTERPRISES GROUP, INC.

CRD#: 44915

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