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EF

Eric J. Fry

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CRD#: 1979628
EF

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.

Eric Joseph Fry was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1989. Eric had worked at 5 firms and has passed the Series 65, Series 63 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 29, 2014 - September 23, 2016

MATRIX CAPITAL GROUP, INC.

RIA
CRD#: 33364
LAGUNA BEACH, CA
Past

September 19, 2011 - February 5, 2014

MATRIX CAPITAL GROUP, INC.

RIA
CRD#: 33364
LAGUNA BEACH, CA
Past

May 1, 2009 - February 5, 2014

MATRIX CAPITAL GROUP, INC.

BD
CRD#: 33364
LAGUNA BEACH, CA
Past

July 7, 1992 - December 7, 1992

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
Past

April 24, 1990 - July 18, 1990

DWS SECURITIES CORPORATION

BD
CRD#: 19478
Past

December 22, 1989 - April 30, 1990

MONTGOMERY SECURITIES

BD
CRD#: 4357
Past

September 19, 1989 - October 12, 1989

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963

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: 10/15/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MC
MATRIX CAPITAL GROUP, INC.
MATRIX CAPITAL GROUP | MATRIX CAPITAL GROUP, INC.

CRD#: 33364 / SEC#: 801-61224, 8-46398

BD
Terminated by SEC on 05/19/2017
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Contact information


Main Address
106 West 32nd Street Suite 177, New York, NY 10001
Mailing Address
Phone number
Established
New York since 02/12/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MATRIX CAPITAL GROUP, INC. MARCH 31, 2016 (3/30/2016)

Direct owners and executive officers


NamePositionCRD#
MATRIX 360 HOLDING, LLCSHAREHOLDER
GANLEY, DAVID FRANCISSHAREHOLDER1023735
WEINER, SANDRA RAESHAREHOLDER2974554
AMERICA FIRST CAPITAL MANAGEMENT LLCSHAREHOLDER
BYRD, BRANDON JOSEPH MRCEO/CHIEF OPERATIONS OFFICER/CCO4925983
GIORGIO, PAUL LAWRENCE MRFINOP2904081

Disclosures


Regulatory Event3
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


MATRIX CAPITAL GROUP, INC.

CRD#: 33364

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