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RC

Richard J. Chappuis

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CRD#: 2199980
RC

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 Joseph Chappuis JR, who also goes by Rich Chappuis Jr, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1992. Richard had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rich Chappuis 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

September 28, 2015 - August 4, 2021

HUNTLEIGH SECURITIES CORPORATION

BD
CRD#: 7456
ST. LOUIS, MO
Past

October 22, 2010 - August 4, 2021

HUNTLEIGH ADVISORS, INC.

RIA
CRD#: 113412
ST. LOUIS, MO
Past

October 5, 2010 - October 8, 2010

HUNTLEIGH ADVISORS, INC.

RIA
CRD#: 113412
ST. LOUIS, MO
Past

October 5, 2010 - October 2, 2013

HUNTLEIGH SECURITIES CORPORATION

BD
CRD#: 7456
ST. LOUIS, MO
Past

March 14, 2008 - October 8, 2010

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ST LOUIS, MO
Past

March 14, 2008 - October 8, 2010

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST LOUIS, MO
Past

July 11, 2001 - March 17, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
KIRKWOOD, MO
Past

May 18, 2001 - March 17, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
KIRKWOOD, MO
Past

February 1, 2000 - June 19, 2001

UMB FINANCIAL SERVICES, INC.

BD
CRD#: 17073
KANSAS CITY, MO
Past

February 3, 1999 - February 2, 2000

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

April 4, 1997 - February 22, 1999

MAGNA INVESTMENTS

BD
CRD#: 16511
ST. LOUIS, MO
Past

September 7, 1994 - April 8, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 17, 1992 - September 9, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
IAR
Series 65
Date: 2/7/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HS
HUNTLEIGH SECURITIES CORPORATION
HUNTLEIGH SECURITIES CORPORATION | KRENTZ, MEYER & MCCLELLAN INVESTMENT CORPORATION

CRD#: 7456 / SEC#: , 8-21893

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
7800 Forsyth Blvd. 5th Floor, St. Louis, MO 63105
Mailing Address
7800 Forsyth Blvd. 5th Floor, St. Louis, MO 63105
Phone number
(314) 236-2400
Established
Missouri since 05/12/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CHAMBERS, ROBERT LEWISPRESIDENT/DIRECTOR/OWNER1231649
GAO CONSULTING, LLCOWNER
CHAMBERS, ROBERT BARRETTDIRECTOR6963634
LEOPOLD, MICHAEL WARRENDIRECTOR306991
MARSHALL, CATHERINE TERRYCCO/DIRECTOR/CORPORATE SECRETARY1445205
O'CONNELL, CHRISTOPHER CORYDIRECTOR5008251
OVERSCHMIDT, GREG ALFREDDIRECTOR1160877
THOMAS, KAREN LEECHIEF OPERATIONS OFFICER AND FIN/OP1970467

Disclosures


Regulatory Event7
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


HUNTLEIGH SECURITIES CORPORATION

CRD#: 7456

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