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ER

Eric D. Richardson

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CRD#: 3182616
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 Daniel Richardson, who also goes by Eric Daniel Richardson Mr., Eric Richardson, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1999. Eric had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric Daniel Richardson Mr. | Eric Richardson

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

June 29, 2017 - January 3, 2020

GLOBAL SILICON VALLEY SECURITIES LLC

BD
CRD#: 22882
San Ramon, CA
Past

March 21, 2017 - July 5, 2017

FORIS CAPITAL US LLC

BD
CRD#: 282331
PORTSMOUTH, NH
Past

January 6, 2017 - February 2, 2017

FORIS CAPITAL US LLC

BD
CRD#: 282331
PORTSMOUTH, NH
Past

March 7, 2014 - December 31, 2016

HARBOR LIGHT SECURITIES, LLC

BD
CRD#: 130227
San Ramon, CA
Past

October 8, 2012 - March 7, 2014

GENTRY SECURITIES LLC

BD
CRD#: 155142
SAN FRANCISCO, CA
Past

June 5, 2009 - October 3, 2012

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
CHICAGO, IL
Past

June 8, 2008 - October 3, 2012

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
CHICAGO, IL
Past

May 20, 2004 - February 20, 2009

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
SAN FRANCISCO, CA
Past

March 2, 2004 - May 21, 2004

THE INVESTMENT CENTER, INC.

RIA
CRD#: 17839
SAN FRANCISCO, CA
Past

March 2, 2004 - May 21, 2004

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

September 15, 2003 - February 20, 2009

ASSEMBLY WEALTH

RIA
CRD#: 108834
SAN FRANCISCO, CA
Past

October 4, 2001 - February 13, 2003

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

May 12, 1999 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ

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
IAR
Series 65
Date: 9/12/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GS
GLOBAL SILICON VALLEY SECURITIES LLC
GLOBAL SILICON VALLEY SECURITIES LLC | Z SECURITIES CORP. | SHELYN SECURITIES CORP

CRD#: 22882 / SEC#: , 8-40028

BD
Terminated by SEC on 12/28/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/06/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RICHARDSON, ERIC DANIELCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER3182616

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


GLOBAL SILICON VALLEY SECURITIES LLC

CRD#: 22882

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