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RC

Richard J. Capalbo

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CRD#: 39910
RC

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 Joseph Capalbo was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1972. Richard had worked at 12 firms and has passed the Series 63, SIE, Series 16, Series 000, Series 1, Series 4, Series 40 and Series 12 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

October 27, 2014 - January 5, 2015

ICON DISTRIBUTORS, INC.

BD
CRD#: 28568
GREENWOOD VILLAGE, CO
Past

February 5, 2014 - January 5, 2015

ICON ADVISERS, INC.

RIA
CRD#: 108268
GREENWOOD VILLAGE, CO
Past

January 5, 2009 - February 1, 2012

CAPITAL RESEARCH BROKERAGE SERVICES, LLC

BD
CRD#: 40823
PASADENA, CA
Past

July 30, 2002 - February 20, 2008

ARQUE CAPITAL, LTD.

BD
CRD#: 121192
ROLLING HILLS ESTATES, CA
Past

June 16, 2000 - September 16, 2002

ASCHER/DECISION SERVICES, INC.

BD
CRD#: 10034
SAN MARINO, CA
Past

October 21, 1993 - October 8, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 24, 1992 - May 19, 1993

CITIZENS JMP SECURITIES, LLC

BD
CRD#: 22208
SAN FRANCISCO, CA
Past

September 5, 1991 - January 13, 1992

VAN ECK SECURITIES CORPORATION

BD
CRD#: 2269
NEW YORK, NY
Past

February 17, 1988 - June 27, 1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

May 16, 1973 - August 13, 1976

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

September 27, 1972 - May 16, 1973

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 209
Past

September 25, 1972 - August 6, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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: 7/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 3/15/1976
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 000
Date: 9/25/1972
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 9/25/1972
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 6/26/1975
Registered Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 11/14/1974
NYSE Branch Manager Examination

Current Firm


ID
ICON DISTRIBUTORS, INC.
ICON DISTRIBUTORS, INC. | MERIDIAN CLEARING CORP.

CRD#: 28568 / SEC#: , 8-43801

BD
Terminated by SEC on 11/29/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 05/03/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ICON MANAGEMENT & RESEARCH CORPORATIONPARENT
CALLAHAN, BRIAN THOMASPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER4672076
SCHAUB, DEBORAH JEANFINANCIAL OPERATIONS PRINCIPAL4534038

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


ICON DISTRIBUTORS, INC.

CRD#: 28568

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