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RS

Richard W. Simpson

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CRD#: 2129917
RS

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 Walter Simpson, who also goes by Rick Simpson, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1992. Richard had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Simpson

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 23, 2009 - January 22, 2010

FIRST CALIFORNIA SECURITIES

BD
CRD#: 23683
SANTA CLARA, CA
Past

September 18, 2009 - January 7, 2010

HOMESTEAD FINANCIAL, INC.

BD
CRD#: 19937
KELLER, TX
Past

February 27, 1999 - December 13, 2004

INTRA NETWORK SECURITIES, INC.

BD
CRD#: 41119
RANCHO SANTA FE, CA
Past

September 30, 1994 - November 13, 1995

WEST AMERICA SECURITIES CORP

BD
CRD#: 35035
LAS VEGAS, NV
Past

October 20, 1993 - July 22, 1994

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

May 3, 1993 - August 17, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 5, 1992 - May 14, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 20, 1992 - January 14, 1993

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, 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
IAR
Series 65
Date: 6/6/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/20/2009
General Securities Principal Examination

Current Firm


FC
FIRST CALIFORNIA SECURITIES
ALEXANDER GABOR & CO, INC. | FIRST CALIFORNIA SECURITIES

CRD#: 23683 / SEC#: , 8-40571

BD
Terminated by SEC on 04/05/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 11/07/1988
Firm type
Corporation
Fiscal year end
October
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GABOR, ALEXANDER DOBAIDIRECTOR, CEO, SROP, CROP, PRINCIPAL, FINANCIAL PRINCIPAL,CCO1418994
SIMPSON, RICHARD WALTERSHAREHOLDER2129917

Disclosures


Regulatory Event1

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


FIRST CALIFORNIA SECURITIES

CRD#: 23683

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