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JL

Jeffrey Lopez-negron

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CRD#: 2306697
JL

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.

Jeffrey Lopez-negron, who also goes by Jeffrey Lopez, was a registered financial professional .

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey Lopez

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

November 18, 2010 - March 22, 2013

RD CAPITAL GROUP, INC.

BD
CRD#: 37470
SAN JUAN, PR
Past

November 10, 2005 - December 31, 2009

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

BD
CRD#: 13042
SAN JUAN, PR
Past

November 10, 2005 - December 31, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN JUAN, PR
Past

March 28, 2000 - October 10, 2005

OFS SECURITIES, INC.

BD
CRD#: 39615
HATO REY, PR
Past

December 16, 1997 - March 28, 2000

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

June 23, 1993 - November 3, 1997

CLARK MELVIN SECURITIES CORPORATION

BD
CRD#: 1462
HATO REY, PR
Past

February 17, 1993 - June 25, 1993

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL

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 7
Date: 2/9/1993
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


RC
RD CAPITAL GROUP, INC.
RD CAPITAL GROUP, INC.

CRD#: 37470 / SEC#: , 8-47759

BD
Terminated by SEC on 01/05/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Puerto Rico since 07/26/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DOMINGUEZ THOMAS, RAMON LUISPRESIDENT839486
MUNOZ VELEZ, CESARCHIEF COMPLIANCE OFFICER1554200
RODRIGUEZ OCASIO, ZAIDA MARIAFINOP/CFO4252791

Disclosures


Regulatory Event1

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


RD CAPITAL GROUP, INC.

CRD#: 37470

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