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ER

Elio L. Ricciardi

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CRD#: 2793626
ER

Professional summary


Elio Luciano Ricciardi JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Elio is a previously registered financial professional and started their career in finance in 1996. Prior to being barred, Elio had worked at 6 firms, which includes CARDINAL CAPITAL MANAGEMENT INC., LH ROSS & COMPANY INC., J.P. TURNER & COMPANY L.L.C., LCP CAPITAL CORP., SHAMROCK PARTNERS LTD, ARGENT SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elio Riccardi 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)


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

May 21, 2002 - August 20, 2003

CARDINAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 24605
MIAMI, FL
Past

July 23, 2001 - May 30, 2002

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

June 20, 2001 - July 20, 2001

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

November 30, 1998 - July 9, 1999

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

May 19, 1998 - December 31, 1998

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

August 12, 1997 - May 18, 1998

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

October 21, 1996 - August 12, 1997

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA

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: 10/24/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/27/1996
General Securities Principal Examination

Current Firm


CC
CARDINAL CAPITAL MANAGEMENT, INC.
CARDINAL CAPITAL MANAGEMENT, INC | COMMUNITY INVESTMENT SERVICES, INC. | CARDINAL CAPITAL MANAGEMENT, INC.

CRD#: 24605 / SEC#: , 8-41272

BD
Terminated by SEC on 03/13/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 03/14/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CARDINAL CAPITAL . NET, INC.NEW PARENT COMPANY
CARBONELL, GRISSEL MARIAFINOP2251670
SMITH, HERSHEL FRANCIS JRCHAIRMAN/CEO/SECRETARY/SROP/CROP427817
SWEENEY, CHRISTOPHER ALANSENIOR MANAGING DIRECTOR823375

Disclosures


Regulatory Event6
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


CARDINAL CAPITAL MANAGEMENT, INC.

CRD#: 24605

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