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Richard J. Wayman

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CRD#: 2247463
RW

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 Wayman, who also goes by Richard J Wayman, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1993. Richard had worked at 4 firms and has passed the Series 16, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard J Wayman

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

July 8, 2010 - April 4, 2017

NEW ALBANY CAPITAL PARTNERS, LLC

RIA
CRD#: 144982
COLUMBUS, OH
Past

February 3, 2003 - December 2, 2005

RESEARCHSTOCK.COM,INC.

RIA
CRD#: 120022
COLUMBUS, OH
Past

May 9, 2001 - April 8, 2005

ASCENSION FINANCIAL SOLUTIONS, INC.

BD
CRD#: 40670
BOWLING GREEN, KY
Past

February 22, 1993 - June 15, 1999

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH

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


General Industry/Product Exam
RR
Series 16
Date: 11/22/1995
NYSE Supervisory Analyst Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NA
NEW ALBANY CAPITAL PARTNERS, LLC
GREENFIELD/LEWIS INVESTMENT COUNSEL | NEW ALBANY CAPITAL PARTNERS, LLC | GUMMER & LEWIS INVESTMENT COUNSEL, LLC

CRD#: 144982 / SEC#: 801-68296

RIA
Registered Investment Advisory firm - (9/23/2019 Terminated)
Ohio
Registered Investment Advisory firm - (3/24/2020 Approved)
South Carolina
Registered Investment Advisory firm - (9/20/2019 Approved)
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Contact information


Main Address
Bluffton, SC
Mailing Address
Phone number
(614) 441-9999
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts24
AUM (Assets Under Management)$ 76,141,931

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


NEW ALBANY CAPITAL PARTNERS, LLC

CRD#: 144982

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