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RS

Richard K. Steele

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CRD#: 2195547
RS

Professional summary


Richard Kent Steele JR was barred by both the FINRA and the SEC 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 1993. Prior to being barred, Richard had worked at 5 firms, which includes BARRON CHASE SECURITIES INC., VFG SECURITIES INC., WELLS FARGO CLEARING SERVICES LLC, FLEMMING ANDERSON COHEN & LEE INC., R.K. STEELE.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jr Richard Kent Steele | Richard K Steele Jr | Rick Steele Jr | Rick Steele | Rick Stelle Jr

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 2, 1996 - December 16, 1996

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

October 26, 1995 - March 14, 1996

VFG SECURITIES, INC.

BD
CRD#: 15121
CULVER CITY, CA
Past

April 13, 1995 - November 3, 1995

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 14, 1995 - May 10, 1995

VFG SECURITIES, INC.

BD
CRD#: 15121
CULVER CITY, CA
Past

August 10, 1994 - January 26, 1995

FLEMMING, ANDERSON, COHEN & LEE, INC.

BD
CRD#: 23121
LITTLETON, CO
Past

January 13, 1993 - August 8, 1994

R.K. STEELE

BD
CRD#: 1904
BEVERLY HILLS, CA

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: 7/1/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BC
BARRON CHASE SECURITIES, INC.
BARRON CHASE SECURITIES, INC.

CRD#: 18969 / SEC#: , 8-37107

BD
Terminated by SEC on 01/20/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 11/07/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CONTINENTAL FINANCIALOWNER
AIELLO, PHILIP JOHN JRV.P.2214889
ANDOLPHO, PETER DONALD JRV.P.2034938
BLUNDELL, ROGER JAMESV.P.2228388
COLLURA, ANTHONY BURKEV.P.1212502
CRISTIANO, GENNARO JERRYV.P.
FEINMEL, HOWARDCHEIF COMPLIANCE OFFICER CCO1330613
GALLEGOS, CRAIG STEVENV.P.2026646
GRIMM, KENTON EDWARDV.P.1474702
HAFEZI, KIOUMARSV.P1725946
HERMAN, BRIAN MARCUSV.P.1927274
KIRK, ROBERT THOMASCEO1204425
KLEIN, JAY ALANCFO / FINOP3233468
LIMA, MARIE SANTAV.P.2727745
LOCKHART, ROGER DEANV.P.1581173
MACKLE, DANIEL JOSEPH SRV.P.2239531
MEDRANO, PAUL DEANV.P.1550449
NOLE, JOHN ANTHONYV.P.1609191
OHALLORAN, DANIEL PATRICKV.P.1391521
OREILLY, RICHARD DONLONV.P.845839
ORLANDO, JOHN ANTHONYV.P2002197
PARSI, JOEY AMIRV.P.1933342
PETRUSHA, MICHAEL EDWARDV.P.1690224

Disclosures


Regulatory Event13
Civil Event2
Arbitration29

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


BARRON CHASE SECURITIES, INC.

CRD#: 18969

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