AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
ER

Eric W. Richardson

Some features on this profile are disabled
CRD#: 3067785
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.

Eric Wayne Richardson was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1998. Eric had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 1, 2015 - January 30, 2018

SMI CAPITAL MARKETS LLC

BD
CRD#: 156441
Altadena, CA
Past

April 1, 2009 - March 22, 2013

CAMBRIA CAPITAL, LLC

RIA
CRD#: 133760
EL SEGUNDO, CA
Past

March 9, 2009 - February 20, 2018

CAMBRIA INVESTMENT MANAGEMENT, L.P.

RIA
CRD#: 141600
EL SEGUNDO, CA
Past

November 16, 2006 - December 31, 2008

CAMBRIA INVESTMENT MANAGEMENT, L.P.

RIA
CRD#: 141600
EL SEGUNDO, CA
Past

May 16, 2005 - February 6, 2015

CAMBRIA CAPITAL, LLC

BD
CRD#: 133760
EL SEGUNDO, CA
Past

December 6, 2004 - March 30, 2005

ENDEAVOR CAPITAL

BD
CRD#: 118820
NEW YORK, NY
Past

June 26, 1998 - June 28, 1999

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
LOS ANGELES, CA

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
IAR
Series 66
Date: 4/20/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SC
SMI CAPITAL MARKETS LLC
PARK BRIDGE SECURITIES LLC | SMI CAPITAL MARKETS LLC

CRD#: 156441 / SEC#: , 8-68794

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2018 156th Ave Ne Suite 100 Building F, Bellevue, WA 98007
Mailing Address
12715 Ne 36th Street, Bellevue, WA 98005
Phone number
(206) 499-0158
Established
New York since 03/09/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 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#
SMI GROUP LLCSHAREHOLDER
GARNETT, DALE ALANCCO, CFO724756
SPIVAK, KENIN MATHEWCEO6555860
SWANSON, EDWARD THOMASPRESIDENT6584165

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


SMI CAPITAL MARKETS LLC

CRD#: 156441

TRUST BUT VERIFY

Monitor Eric Richardson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics