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RM

Richard W. Mentz

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CRD#: 2150829
RM

Professional summary


Richard Wayne Mentz JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Richard is a previously registered financial professional and started their career in finance in 1991. Prior to being barred, Richard had worked at 8 firms, which includes BROKERSXPRESS LLC, EMMETT A LARKIN COMPANY INC., MORGAN STANLEY DW INC., NATIONAL SECURITIES CORPORATION, GUNNALLEN FINANCIAL INC, BARRON CHASE SECURITIES INC., JOSEPHTHAL & CO. INC., FIRST ASSET MANAGEMENT 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 14, 2004 - April 19, 2005

BROKERSXPRESS LLC

BD
CRD#: 127081
CHICAGO, IL
Past

August 18, 2003 - August 24, 2004

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

September 13, 2002 - August 19, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 21, 2000 - June 22, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

December 23, 1997 - April 17, 1998

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

January 11, 1996 - November 1, 1996

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

February 27, 1995 - January 15, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

April 19, 1994 - February 27, 1995

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

April 14, 1992 - May 10, 1994

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

August 30, 1991 - February 18, 1992

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, 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: 10/24/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 12/20/2002
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BL
BROKERSXPRESS LLC
BROKERSXPRESS LLC | BXADVISORS | BX INSURANCE SERVICES | BX ASSET MANAGEMENT

CRD#: 127081 / SEC#: 801-66123, 8-65953

BD
Terminated by SEC on 02/05/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/26/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BROKERSXPRESS DISCLOSURE BROCHURE (5/25/2012)

Direct owners and executive officers


NamePositionCRD#
BROKERSXPRESS ILLINOIS, INC.MANAGING MEMBER
KONOP, LYNN MARIECHIEF COMPLIANCE OFFICER1216310
METZGER, BARRY SCOTTCEO4719211
WETZEL, RONALD LEEFINANCIAL & OPERATIONS PRINCIPAL (FINOP)4671726

Disclosures


Regulatory Event6
Bond1

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


BROKERSXPRESS LLC

CRD#: 127081

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