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RJ

Richard J. Jirinec

PHX FINANCIAL
Jupiter, FL
Some features on this profile are disabled
CRD#: 2580370
RJ

Professional summary


Richard James Jirinec, who also goes by Richard J Jirinec, Richard J Jirinee, Richard James Jirinee, is a registered financial professional currently at PHX FINANCIAL, INC. located in Jupiter, Florida.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1996. Richard has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard J Jirinec | Richard J Jirinee | Richard James Jirinee

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 James Jirinec'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

March 5, 2015 - Present

PHX FINANCIAL, INC.

BD
CRD#: 144403
Jupiter, FL
Past

June 30, 2014 - March 10, 2015

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
JUPITER, FL
Past

June 18, 2014 - March 10, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
JUPITER, FL
Past

June 6, 2013 - July 1, 2014

DALTON STRATEGIC INVESTMENT SERVICES INC.

BD
CRD#: 23485
JUPITER, FL
Past

September 19, 2005 - June 27, 2013

AMERICA'S CHOICE EQUITIES LLC

BD
CRD#: 135272
PALM BEACH GARDENS, FL
Past

May 9, 2003 - September 21, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

January 2, 2001 - June 2, 2003

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

February 25, 1998 - December 31, 2000

WHITEHALL WELLINGTON INVESTMENTS, INC.

BD
CRD#: 38022
PORT WASHINGTON, NY
Past

July 2, 1997 - February 26, 1998

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

June 3, 1996 - July 1, 1997

H G I

BD
CRD#: 14079
JERICHO, NY

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
Alabama
(10/26/2016)
RR
Arizona
(10/19/2015)
RR
California
(3/5/2015)
RR
Colorado
(3/5/2015)
RR
Florida
(3/26/2015)
RR
Georgia
(3/31/2015)
RR
Illinois
(5/21/2019)
RR
Iowa
(4/14/2015)
RR
Kansas
(3/27/2015)
RR
Louisiana
(3/5/2015)
RR
Maryland
(3/8/2019)
RR
Massachusetts
(3/10/2015)
RR
Michigan
(3/5/2015)
RR
Minnesota
(4/27/2015)
RR
Missouri
(3/5/2015)
RR
New Jersey
(3/5/2015)
RR
New York
(3/5/2015)
RR
North Carolina
(3/20/2017)
RR
North Dakota
(4/15/2015)
RR
Ohio
(3/5/2015)
RR
Oklahoma
(10/10/2016)
RR
Pennsylvania
(3/20/2017)
RR
South Carolina
(4/16/2015)
RR
South Dakota
(1/7/2025)
RR
Texas
(3/5/2015)
RR
Utah
(3/9/2015)
RR
Virginia
(3/5/2015)
RR
Washington
(6/22/2021)
RR
Wisconsin
(4/28/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/8/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

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


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
Arbitration2

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


PHX FINANCIAL, INC.

CRD#: 144403Jupiter, FL

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