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Riccardo White

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CRD#: 2195036
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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.

Riccardo White, who also goes by Ricardo White, was a registered financial professional .

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ricardo White

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

April 10, 1997 - February 11, 1999

BROWNSTONE CAPITAL CORP.

BD
CRD#: 14055
NEW YORK, NY
Past

May 14, 1996 - July 24, 1996

EURO-ATLANTIC SECURITIES INC.

BD
CRD#: 21367
BOCA RATON, FL
Past

February 1, 1996 - March 20, 1996

MONITOR INVESTMENT GROUP, INC.

BD
CRD#: 31007
Past

December 11, 1995 - December 15, 1995

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

October 9, 1995 - December 11, 1995

WINDSOR REYNOLDS SECURITIES, INC.

BD
CRD#: 6456
HONOLULU, HI
Past

April 28, 1995 - July 19, 1995

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY
Past

August 31, 1994 - March 9, 1995

H G I

BD
CRD#: 14079
JERICHO, NY
Past

November 16, 1993 - July 11, 1994

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY
Past

August 17, 1992 - September 9, 1993

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, 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: 8/18/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BC
BROWNSTONE CAPITAL CORP.
BROWNSTONE CAPITAL CORP. | CTS & ASSOCIATES, INC. | CTS & ASSOCIATES INC.

CRD#: 14055 / SEC#: , 8-29349

BD
Revoked by SEC on 02/13/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 06/10/1981
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


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


BROWNSTONE CAPITAL CORP.

CRD#: 14055

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