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RL

Richard F. Larocque

ULLICO INVESTMENT COMPANY
Washington, DC 20006
Some features on this profile are disabled
CRD#: 2874559
RL

Professional summary


Richard Francis Larocque, who also goes by Richard F Larocque, is a registered financial professional currently at ULLICO INVESTMENT COMPANY, LLC located in Washington, District Of Columbia.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1998. Richard has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 6, Series 14, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard F Larocque

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 Francis Larocque's 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

September 12, 2008 - Present

ULLICO INVESTMENT COMPANY, LLC

Office #1: 1625 Eye Street, Nw, Washington, DC 20006Office #2: 8403 Colesville Rd. 13th Floor, Silver Spring, MD 20910Office #3: 8403 Colesville Rd. 13 Floor, Silver Spring, MD 20910
BD
CRD#: 135195
Washington, DC
Past

July 1, 2005 - August 29, 2008

CLARENDON INSURANCE AGENCY, INC.

BD
CRD#: 7395
WELLESLEY HILLS, MA
Past

August 8, 2001 - August 29, 2008

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

August 27, 1998 - June 1, 2001

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
District of Columbia
(9/19/2008)
RR
Maryland
(5/13/2014)
RR
Massachusetts
(9/19/2008)

Exams


State Security Law Exam
RR
Series 63
Date: 8/1/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


UI
ULLICO INVESTMENT COMPANY, LLC
ULLICO INVESTMENT COMPANY, INC. | ULLICO INVESTMENT COMPANY, LLC

CRD#: 135195 / SEC#: , 8-66906

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


Main Address
8403 Colesville Rd. 13 Floor, Silver Spring, MD 20910
Mailing Address
8403 Colesville Rd. 13 Floor, Silver Spring, MD 20910
Phone number
(202) 682-0900
Established
Maryland since 07/16/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ULLICO INC.SOLE SHAREHOLDER
HUMPHREY, CATHY ANNCHIEF OPERATIONS OFFICER4899999
HUMPHREY, CATHY ANNDIRECTOR4899999
LAROCQUE, RICHARD FRANCISCHIEF COMPLIANCE OFFICER, GEN. SEC. PRINC2874559
LINEHAN, JOSEPH RICHARDGEN. SEC. PRINC.; AND PRESIDENT4951041
LINEHAN, JOSEPH RICHARDDIRECTOR
YU, YINANCORPORATE SECRETARY, CFO, FINOP, TREASURER, DIRECTOR7787306

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


ULLICO INVESTMENT COMPANY, LLC

CRD#: 135195Washington, DC 20006

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