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RG

Richard Gerdy Jr.

HOVDE GROUP
Inverness, IL 60067
Some features on this profile are disabled
CRD#: 2332493
RG

Professional summary


Richard Gerdy Jr., who also goes by Richard Jon Gerdy Jr, is a registered financial professional currently at HOVDE GROUP, LLC located in Inverness, Illinois.

Richard is registered as a RR (Registered Representative) and started their career in finance in 2003. Richard has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 57TO, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Jon Gerdy 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) - BD


Click below to view Richard Gerdy Jr.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

May 25, 2020 - Present

HOVDE GROUP, LLC

Office #1: 1629 Colonial Parkway, Inverness, IL 60067
BD
CRD#: 25425
Inverness, IL
Past

April 8, 2010 - August 16, 2013

OPTIONSHOUSE1, LLC

BD
CRD#: 135625
CHICAGO, IL
Past

March 8, 2010 - May 28, 2010

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

May 1, 2008 - October 6, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHICAGO, IL
Past

April 10, 2008 - October 6, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHICAGO, IL
Past

August 25, 2003 - September 7, 2007

G1 EXECUTION SERVICES, LLC

BD
CRD#: 111528
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(5/30/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 5/30/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/19/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 5/23/2020
Securities Trader Exam
General Industry/Product Exam
RR
Series 55
Date: 9/12/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


HG
HOVDE GROUP, LLC
HOVDE GROUP, LLC | HOVDE SECURITIES, INC. | HOVDE SECURITIES LLC

CRD#: 25425 / SEC#: , 8-41597

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


Main Address
1629 Colonial Parkway, Inverness, IL 60067
Mailing Address
1629 Colonial Parkway, Inverness, IL 60067
Phone number
(847) 991-6622
Established
Delaware since 10/11/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
HOVDE, STEVEN DONALDCHAIRMAN, CHIEF EXECUTIVE OFFICER1907781
BARBARINE, NICKOLAS JOHNSENIOR MANAGING PARTNER2274812
HOVDE, KIRK STEVENMANAGING PARTNER/HEAD OF INVESTMENT BANKING5552791
DAVIS, PATRICIA LYNNCHIEF COMPLIANCE OFFICER5613123
DIJOHN, ANTHONY JOHNCFO/FINOP6370306
HEDREI, MICHAEL STEPHENMANAGING PARTNER/HEAD OF CAPITAL MARKETS4243972

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


HOVDE GROUP, LLC

CRD#: 25425Inverness, IL 60067

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