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ER

Edwin Rivera

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CRD#: 2723139
ER

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.

Edwin Rivera, who also goes by Eddie Rivera, Ed Rivers, was a registered financial professional .

Edwin is a previously registered financial professional and started their career in finance in 1996. Edwin had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eddie Rivera | Ed Rivers

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 25, 2001 - October 4, 2001

NEW WORLD FINANCIAL, INC.

BD
CRD#: 47747
MARBELLA,
Past

January 25, 2001 - July 12, 2001

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ
Past

October 11, 1999 - January 22, 2001

MONTROSE CAPITAL MANAGEMENT LTD.

BD
CRD#: 40799
NEW YORK, NY
Past

August 20, 1999 - October 25, 1999

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

July 31, 1997 - August 20, 1999

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
TINTON FALLS, NJ
Past

December 13, 1996 - August 19, 1997

BISHOP, ALLEN, INC.

BD
CRD#: 2060
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
RR
Series 63
Date: 1/2/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


NW
NEW WORLD FINANCIAL, INC.
COMMONWEALTH ENERGY INVESTMENTS, INC. | WORLD FINANCIAL GROUP, INC. | WORLD FINANCIAL CAPITAL MARKETS INC. | NEW WORLD FINANCIAL, INC. | FIRST ADVANTAGE CAPITAL GROUP, INC. | FIRST ADVANTAGE CAPITAL GROUP

CRD#: 47747 / SEC#: , 8-51915

BD
Terminated by SEC on 03/04/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/16/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LITTAUER, MATTHEW NGUYENOWNER2027330
ARTZT, GARY STEVENPRESIDENT AND CHIEF COMPLIANCE DIRECTOR2009945
ARTZT, GARY STEVENPRESIDENT2009945
DAGRACA, JOHN DAVIDFINANCIAL & OPERATIONS PRINCIPAL3249375

Disclosures


Regulatory Event3
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


NEW WORLD FINANCIAL, INC.

CRD#: 47747

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