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Richard E. Enroth

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CRD#: 201537
RE

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 Edward Allan Enroth SR, who also goes by Richard Ea Enroth, Richard Edward Enroth, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1969. Richard had worked at 11 firms and has passed the Series 63, SIE, Series 000, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Ea Enroth | Richard Edward Enroth

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

August 22, 2012 - August 28, 2015

MORRIS FINANCIAL, INC.

BD
CRD#: 18561
HUNTINGTON BEACH, CA
Past

September 22, 2009 - August 16, 2010

CYGNI SECURITIES, LLC

BD
CRD#: 42926
COSTA MESA, CA
Past

May 24, 2007 - December 31, 2009

NEWPORT COAST SECURITIES, INC.

RIA
CRD#: 16944
HUNTINGTON BEACH, CA
Past

July 23, 2004 - December 31, 2009

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

January 6, 2003 - July 13, 2004

HARRISON DOUGLAS, INC.

BD
CRD#: 16515
AURORA, CO
Past

February 11, 2002 - October 28, 2002

WESTERN GROWERS FINANCIAL SERVICES, INC.

BD
CRD#: 115115
IRVINE, CA
Past

December 16, 1997 - December 31, 2002

SENTRA SECURITIES CORPORATION

RIA
CRD#: 10249
HUNTINGTON BEACH, CA
Past

May 9, 1988 - October 14, 1988

ALPINE BROKER SERVICES CORP.

BD
CRD#: 17941
ENGLEWOOD, CO
Past

February 10, 1988 - December 31, 2002

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

October 8, 1979 - February 26, 1988

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

May 19, 1978 - December 2, 1979

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

November 28, 1972 - May 19, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488
Past

August 18, 1969 - February 10, 1972

M. H. DECKARD & CO., INC.

BD
CRD#: 539

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: 6/23/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 000
Date: 12/4/1972
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 8/14/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


MF
MORRIS FINANCIAL, INC.
MORRIS FINANCIAL, INC.

CRD#: 18561 / SEC#: , 8-36866

BD
Terminated by SEC on 08/28/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 11/02/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MORRIS, GEORGE PAULOWNER, CEO, PRESIDENT1248179
TICKEL, GARY ARNOLDFINANCIAL & OPERATIONS PRINCIPAL, CHIEF COMPLIANCE OFFICER1100279

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


MORRIS FINANCIAL, INC.

CRD#: 18561

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