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Craig I. Nichols

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CRD#: 2139679
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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.

Craig I Nichols was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 1991. Craig had worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 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 3, 2012 - March 3, 2017

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
NEW YORK, NY
Past

August 19, 2010 - December 13, 2010

OSAIC WEALTH, INC.

BD
CRD#: 23131
NEW YORK, NY
Past

June 19, 2007 - September 2, 2008

FLAGSTAR ADVISORS

BD
CRD#: 104233
NEW YORK, NY
Past

January 1, 2005 - March 16, 2007

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK, NY
Past

October 19, 2001 - January 1, 2005

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956
NEW YORK, NY
Past

May 9, 2000 - October 16, 2001

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

June 6, 1997 - March 19, 1998

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

July 15, 1991 - June 16, 1995

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, 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: 5/22/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FR
FIRST REPUBLIC SECURITIES COMPANY, LLC
F.R. SECURITIES COMPANY, L.L.C. | GRAND EAGLE INSURANCE SERVICES, LLC | GRAND EAGLE INSURANCE SERVICES, INC. | GRAND EAGLE INSURANCE SERVICES | GRAND EAGLE INSURANCE GROUP, LLC | FIRST REPUBLIC SECURITIES COMPANY, LLC | FIRST REPUBLIC PRIVATE WEALTH MANAGEMENT

CRD#: 105108 / SEC#: 801-71759, 8-52973

BD
Terminated by SEC on 12/04/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 07/07/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FRSC ADV PART II (3/28/2014)

Direct owners and executive officers


NamePositionCRD#
JP MORGAN CHASE BANK, NATIONAL ASSOCIATIONSTOCKHOLDER
BURGE, ANDREW CDIRECTOR5619554
GENTIN, NICOLAS ROBINDIRECTOR2723366
HERRON, MICHAEL ROBERTOFFICER2692410
HONG, AMYDIRECTOR4259934
LEE, HYUNJOOFINOP7074361
MARTINEZ, MARK CAESARREGISTERED OPTIONS PRINCIPAL (ROP)2870632
TATEOSIAN, DAVID CHARLESPRESIDENT AND DIRECTOR1605404
THORNTON, ROBERT LEE JRDIRECTOR1412949
WEITGENANT, DAVID ANDREWCHIEF COMPLIANCE OFFICER | MSRB PRINCIPAL2096196

Disclosures


Regulatory Event2
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


FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

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