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RL

Richard Lupia

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CRD#: 1933865
RL

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 Lupia JR was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1989. Richard had worked at 12 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 19, 2001 - March 24, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

July 20, 1994 - August 26, 1994

SAPERSTON FINANCIAL INC.

BD
CRD#: 27863
Past

July 11, 1994 - October 11, 1994

VISION INVESTMENT GROUP, INC.

BD
CRD#: 28135
Past

March 10, 1994 - September 26, 1994

CAMELOT INVESTMENT CORP.

BD
CRD#: 21925
Past

April 8, 1992 - August 19, 1992

BRILL SECURITIES, INC.

BD
CRD#: 18565
Past

January 8, 1992 - July 13, 1992

THE WELLINGTON GROUP, INC.

BD
CRD#: 17814
Past

December 9, 1991 - January 1, 1992

JOHNSON, MCKENNEY,CARR & COMPANY INCORPORATED

BD
CRD#: 24681
Past

October 18, 1991 - December 23, 1991

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
Past

July 18, 1991 - October 17, 1991

GKN SECURITIES CORP.

BD
CRD#: 19415
Past

December 3, 1990 - July 31, 1991

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
Past

September 10, 1990 - December 7, 1990

GLOBAL AMERICA INCORPORATED

BD
CRD#: 23000
Past

November 21, 1989 - August 29, 1990

GRUNTAL & CO., L.L.C.

BD
CRD#: 372

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: 10/1/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 9/18/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


SS
SCHONFELD SECURITIES, LLC
SCHONFELD SECURITIES INC. | SCHONFELD SECURITIES, LLC

CRD#: 23304 / SEC#: , 8-40148

BD
Terminated by SEC on 01/03/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/21/1995
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SCHONFELD GROUP HOLDINGS, LLCMEMBER - CLASS A MEMBER
AVANTARIO, JOSEPH RALPHCFO, COO2253805
CAFFREY, MARGARET MCEO3162488
PECKMAN, MARK HARRYGENERAL COUNSEL3264967
WILSON, MICHAEL JAMESCHIEF COMPLIANCE OFFICER2446305

Disclosures


Regulatory Event19
Arbitration1

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


SCHONFELD SECURITIES, LLC

CRD#: 23304

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