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RC

Richard D. Casper

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CRD#: 42814
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 Daniel William Casper, who also goes by Dick Casper, Richard Daniel Casper, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1972. Richard had worked at 13 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dick Casper | Richard Daniel Casper

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 10, 1992 - October 26, 1992

STRATEGIC RESOURCE MANAGEMENT, INC.

BD
CRD#: 28974
Past

April 2, 1992 - May 8, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
Past

September 22, 1986 - December 11, 1987

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

May 30, 1985 - July 26, 1986

SECURITIES USA, INC.

BD
CRD#: 14799
Past

August 10, 1984 - July 19, 1985

NIELSON AND CLARK INC.

BD
CRD#: 13508
Past

July 27, 1984 - August 10, 1984

WALFORD, DEMARET & CO., INC.

BD
CRD#: 7985
Past

August 13, 1982 - October 30, 1985

CHESLEY AND DUNN, INC.

BD
CRD#: 8362
Past

January 25, 1982 - February 25, 1982

INTERNATIONAL SECURITIES, INC.

BD
CRD#: 7051
Past

August 3, 1977 - September 14, 1981

J DANIEL BELL & COMPANY, INC.

BD
CRD#: 6615
Past

October 19, 1976 - July 19, 1978

MOUNTAIN PACIFIC INVESTMENT CO.

BD
CRD#: 4296
Past

August 8, 1974 - October 4, 1976

INSTITUTIONAL SECURITIES OF COLORADO, INC.

BD
CRD#: 5776
Past

March 20, 1973 - September 9, 1974

MOUNTAIN PACIFIC INVESTMENT CO.

BD
CRD#: 4296
Past

March 15, 1973 - April 19, 1973

UNITED SECURITIES COMPANY OF AMERICA

BD
CRD#: 5000
Past

February 15, 1972 - May 9, 1973

J SHAPIRO

BD
CRD#: 1000003

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: 4/7/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/16/1968
Registered Representative Examination

Current Firm


SR
STRATEGIC RESOURCE MANAGEMENT, INC.
STRATEGIC RESOURCE MANAGEMENT, INC.

CRD#: 28974 / SEC#: , 8-44031

BD
Cancelled by SEC on 06/29/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 07/12/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


STRATEGIC RESOURCE MANAGEMENT, INC.

CRD#: 28974

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