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BR

Bruce E. Rich

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CRD#: 2005846
BR

Professional summary


Bruce Elliot Rich was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bruce is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Bruce had worked at 9 firms, which includes FLORIDA DISCOUNT SECURITIES INC., TAYLOR STUART FINANCIAL INC., H.J. MEYERS & CO. INC., GKN SECURITIES CORP., DUKE & CO. INC., BERKELEY SECURITIES CORPORATION, REICH & CO. INC., PARAGON CAPITAL MARKETS INC., ROYCE INVESTMENT GROUP INC..

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

September 18, 2000 - October 18, 2002

FLORIDA DISCOUNT SECURITIES, INC.

BD
CRD#: 44859
BOCA RATON, FL
Past

February 28, 2000 - October 2, 2000

TAYLOR STUART FINANCIAL, INC.

BD
CRD#: 39025
GREAT NECK, NY
Past

August 24, 1994 - February 14, 1995

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

June 4, 1993 - August 18, 1994

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

October 15, 1992 - April 21, 1993

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY
Past

August 3, 1992 - September 23, 1992

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
NEW YORK, NY
Past

March 16, 1992 - July 28, 1992

REICH & CO., INC.

BD
CRD#: 19611
Past

October 11, 1991 - March 18, 1992

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
NEW YORK, NY
Past

February 13, 1991 - September 4, 1991

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

November 15, 1989 - March 28, 1990

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, 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: 2/1/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 10/18/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 11/13/1989
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam

Current Firm


FD
FLORIDA DISCOUNT SECURITIES, INC.
FLORIDA DISCOUNT SECURITIES, INC.

CRD#: 44859 / SEC#: , 8-50855

BD
Terminated by SEC on 12/20/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/29/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PBJ HOLDINGS, INC.OWNER
METH, CARY ELLIOTVICE PRESIDENT/FINANCIAL CONSULTANT/FINOP1304688
RICH, BRUCE ELLIOTPRESIDENT2005846

Disclosures


Regulatory Event1
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


FLORIDA DISCOUNT SECURITIES, INC.

CRD#: 44859

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