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RC

Richard D. Cardall

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CRD#: 40273
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 Dahlquist Cardall, who also goes by Dick Cardall, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1972. Richard had worked at 14 firms and has passed the Series 66, Series 63, Series 1 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dick Cardall

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 19, 2012 - December 21, 2015

GLOBALMACRO CAPITAL MANAGEMENT, LLC

RIA
CRD#: 153819
WHEATON, IL
Past

November 2, 2007 - October 22, 2010

TRANSAMERICA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108488
WALNUT CREEK, CA
Past

December 5, 2000 - October 22, 2010

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
WALNUT CREEK, CA
Past

November 8, 1999 - December 12, 2000

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

December 1, 1997 - November 3, 1999

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

June 11, 1992 - December 1, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

April 9, 1984 - August 8, 1990

JMB SECURITIES CORPORATION

BD
CRD#: 5862
Past

May 18, 1982 - April 2, 1984

FPI SECURITIES, INC.

BD
CRD#: 10280
Past

April 27, 1982 - June 21, 1983

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

June 11, 1981 - December 22, 1983

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

March 26, 1980 - January 19, 1982

ADVISORY FINANCIAL CONSULTANTS, INC.

BD
CRD#: 7990
Past

February 14, 1979 - July 12, 1979

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
Past

September 27, 1978 - June 17, 1981

DAVE FRIES AND ASSOCIATES

BD
CRD#: 1917
Past

October 24, 1972 - November 1, 1976

SYSTECH REAL ESTATE SECURITIES CORPORATION

BD
CRD#: 6147

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
IAR
Series 66
Date: 10/31/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 10/16/1972
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


GC
GLOBALMACRO CAPITAL MANAGEMENT, LLC
GLOBALMACRO CAPITAL MANAGEMENT, LLC | VARIANT CAPITAL LLC | VARIANT CAPITAL L.P.

CRD#: 153819 / SEC#:

California
Registered Investment Advisory firm - (4/20/2023 Terminated)
Illinois
Registered Investment Advisory firm - (8/20/2014 Approved)
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Contact information


Main Address
1755 S. Naperville Road Suite #100, Wheaton, IL 60189
Mailing Address
Phone number
(630) 933-0216
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts85
AUM (Assets Under Management)$ 27,868,013

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


GLOBALMACRO CAPITAL MANAGEMENT, LLC

CRD#: 153819

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