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Carl H. Reinhardt

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CRD#: 373659
CR

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.

Carl Heinz Reinhardt was a registered financial professional .

Carl is a previously registered financial professional and started their career in finance in 1969. Carl had worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 1 and Series 40 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

March 22, 2018 - July 1, 2020

RNP ADVISORY SERVICES, INC.

RIA
CRD#: 113354
MORGAN HILL, CA
Past

December 8, 2016 - March 31, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MORGAN HILL, CA
Past

December 18, 2008 - December 8, 2016

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
MORGAN HILL, CA
Past

March 19, 2008 - December 31, 2017

RNP ADVISORY SERVICES, INC.

RIA
CRD#: 113354
MORGAN HILL, CA
Past

December 16, 2005 - December 17, 2008

EPLANNING SECURITIES, INC.

BD
CRD#: 46000
FRESNO, CA
Past

September 1, 2004 - December 31, 2005

RNP ADVISORY SERVICES, INC.

RIA
CRD#: 113354
SAN JOSE, CA
Past

September 27, 1999 - December 31, 2004

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

January 14, 1999 - January 10, 2005

LWI FINANCIAL INC.

RIA
CRD#: 111861
SAN JOSE , CA
Past

January 1, 1999 - January 6, 2005

LORING WARD SECURITIES INC.

BD
CRD#: 46337
SAN JOSE, CA
Past

September 29, 1993 - January 1, 1999

REINHARDT WERBA BOWEN SECURITIES, INC.

BD
CRD#: 34202
SAN JOSE, CA
Past

March 16, 1992 - October 1, 1993

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

November 19, 1989 - July 30, 1991

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

April 14, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 26, 1977 - March 31, 1988

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

January 3, 1977 - February 13, 1977

ARM SECURITIES CORPORATION

BD
CRD#: 932
Past

December 27, 1973 - August 2, 1991

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

March 16, 1972 - January 6, 1974

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

June 17, 1969 - April 13, 1972

INDEPENDENT SECURITIES CORPORATION

BD
CRD#: 262

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: 8/21/1992
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/10/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 9/26/1978
Registered Principal Examination

Current Firm


RA
RNP ADVISORY SERVICES, INC.
REINHARDT ADVISORY SERVICES, INC. | RNP ADVISORY SERVICES, INC.

CRD#: 113354 / SEC#: 801-60884

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Contact information


Main Address
17190 S Monterey Road Ste 202, Morgan Hill, CA 95037
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2020 05 15 RNP ADVISORY SERVICES WRAP BROCHURE (5/15/2020)

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


RNP ADVISORY SERVICES, INC.

CRD#: 113354

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