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RM

Richard J. Martinez

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CRD#: 3088162
RM

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.

Richard James Martinez, who also goes by Richard J Martinez, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 2001. Richard had worked at 3 firms and has passed the Series 63, Series 6 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard J Martinez

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

November 30, 2009 - October 5, 2010

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
TOPEKA, KS
Past

May 8, 2009 - October 2, 2009

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
TOPEKA, KS
Past

November 14, 2007 - February 20, 2009

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

March 22, 2001 - May 7, 2014

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS

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: 8/4/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GD
GUGGENHEIM DISTRIBUTORS, LLC
GUGGENHEIM DISTRIBUTORS, LLC | RYDEX DISTRIBUTORS, LLC | RYDEX DISTRIBUTORS, INC. | PADCO FINANCIAL SERVICES, INC. | GUGGENHEIM INVESTMENTS

CRD#: 40805 / SEC#: , 8-49200

BD
Terminated by SEC on 06/15/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Kansas since 07/30/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RYDEX HOLDINGS, LLC100% MEMBERSHIP INTEREST
BELDEN, WILLIAM HINCHLIFFE IIIVICE PRESIDENT1693322
CACCIAPAGLIA, DONALD CHRISTOPHERCHIEF EXECUTIVE OFFICER AND PRESIDENT1396644
JACQUES, JULIE ANNFINOP5212910
JACQUES, JULIE ANNTREASURER5212910
LEE, AMY JOSECRETARY1161869
LEE, AMY JOVICE PRESIDENT1161869
MANGINI, DOUGLAS CVICE PRESIDENT1414476
MCGOVERN, KEVIN MICHAELVICE PRESIDENT1745533
METZGER, DENNIS RYANASSISTANT CHIEF COMPLIANCE OFFICER4888899
MILLER, ELISABETH ANNCHIEF COMPLIANCE OFFICER4381813
WORF, JEFFREY ALLENVICE PRESIDENT1416591

Disclosures


Regulatory Event1

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


GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

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