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RM

Richard K. Means

BP SECURITIES
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 4355269
RM

Professional summary


Richard Kimball Means III, who also goes by Pitt Means, is a registered financial professional currently at BP SECURITIES, LLC located in Bellevue, Washington.

Richard is registered as a RR (Registered Representative) and started their career in finance in 2001. Richard has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pitt Means

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) - BD


Click below to view Richard Kimball Means III's CRS (Customer Relationship Summary).

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


Current

November 27, 2017 - Present

BP SECURITIES, LLC

Office #1: 11100 Ne 8th Street, Ste 400, Bellevue, WA 98004Office #2: 11100 Ne 8th Street, Suite 400, Bellevue, WA 98004
BD
CRD#: 288568
Bellevue, WA
Past

December 4, 2013 - February 9, 2016

EXVERE SECURITIES LLC

BD
CRD#: 166353
SEATTLE, WA
Past

October 6, 2005 - January 13, 2012

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
SEATTLE, WA
Past

August 26, 2005 - January 13, 2012

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
SEATTLE, WA
Past

March 25, 2002 - July 14, 2003

DELAFIELD HAMBRECHT, INC.

BD
CRD#: 119001
SEATTLE, WA
Past

March 29, 2001 - April 3, 2002

W.R. HAMBRECHT + CO., LLC

BD
CRD#: 45040
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Washington
(11/27/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 11/7/2017
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


BS
BP SECURITIES, LLC
BP SECURITIES, LLC

CRD#: 288568 / SEC#: , 8-69951

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
11100 Ne 8th Street, Suite 400, Bellevue, WA 98004
Mailing Address
11100 Ne 8th Street, Suite 400, Bellevue, WA 98004
Phone number
(425) 615-7075
Established
Washington since 03/27/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
BERNTSON PORTER CORPORATE ADVISORY, LLCMEMBER
MEANS, RICHARD KIMBALL IIICHIEF FINANCIAL OFFICER4355269
NOONE, GREGORY JOHNCEO, CCO, MANAGER6098019

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


BP SECURITIES, LLC

CRD#: 288568Bellevue, WA 98004

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