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JR

John F. Recchia

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CRD#: 2026956
JR

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.

John Francis Recchia was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1994. John had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 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

September 14, 2021 - December 31, 2021

RETIREMENT WEALTH ADVISORY GROUP, INC.

RIA
CRD#: 314938
MAHOPAC, NY
Past

April 28, 2009 - October 29, 2015

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
MAHOPAC, NY
Past

July 16, 2008 - April 20, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEW YORK, NY
Past

February 5, 2007 - July 10, 2008

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
NEW YORK, NY
Past

December 14, 2006 - February 8, 2007

OSAIC WEALTH, INC.

BD
CRD#: 23131
THORNWOOD, NY
Past

January 3, 2006 - December 4, 2006

INVESTMENT ADVISORS & CONSULTANTS, INC.

BD
CRD#: 7996
THORNWOOD, NY
Past

January 14, 2005 - December 21, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

December 10, 2002 - January 7, 2005

OBSIDIAN FINANCIAL GROUP, LLC

RIA
CRD#: 104255
CUTCHOGUE, NY
Past

September 29, 2001 - January 7, 2005

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
WOODBURY, NY
Past

March 31, 2000 - October 1, 2001

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

June 19, 1998 - April 20, 2000

POLARIS FINANCIAL SERVICES, INC.

BD
CRD#: 14521
CONCORD, NH
Past

November 3, 1997 - June 16, 1998

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

August 16, 1996 - November 17, 1997

SECURITIES RESOURCE GROUP, LTD.

BD
CRD#: 6037
PHOENIX, AZ
Past

September 12, 1994 - July 9, 1996

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA

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: 7/15/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RW
RETIREMENT WEALTH ADVISORY GROUP, INC.
RETIREMENT WEALTH ADVISORY GROUP, INC.

CRD#: 314938 / SEC#:

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Contact information


Main Address
194 Topland Road, Mahopac, NY 10541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


RETIREMENT WEALTH ADVISORY GROUP, INC.

CRD#: 314938

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