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RL

Richard A. Licini

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CRD#: 309233
RL

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 Allen Licini Sr, who also goes by Dick Licini, Richard Allen Licini, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1972. Richard had worked at 10 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dick Licini | Richard Allen Licini

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 23, 2023 - June 14, 2024

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Oldsmar, FL
Past

June 27, 2019 - May 19, 2023

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Oldsmar, FL
Past

November 2, 2018 - July 1, 2019

OSAIC WEALTH, INC.

BD
CRD#: 23131
MISHAWAKA, IN
Past

August 31, 2005 - December 31, 2010

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
MISHAWAKA, IN
Past

June 21, 2005 - November 2, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
MISHAWAKA, IN
Past

July 7, 1999 - June 14, 2005

OSAIC FA, INC.

RIA
CRD#: 3978
SOUTH BEND, IN
Past

June 15, 1999 - June 14, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 15, 1999 - June 14, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 1, 1995 - December 17, 1998

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

March 13, 1995 - August 1, 1995

RELIASTAR FINANCIAL MARKETING CORP.

BD
CRD#: 4234
SEATTLE, WA
Past

June 7, 1993 - June 17, 1999

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

January 7, 1975 - March 17, 1995

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

May 26, 1972 - April 21, 1973

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

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: 5/14/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/20/1972
Registered Representative Examination

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 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#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157

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