Ryan L. Urech

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CRD#: 4748898

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.

Ryan Lee Urech, who also goes by Ryan L Urech, was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2004. Ryan had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ryan L Urech

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.

Rycore Capital LP 1311 Broadfield Blvd., Ste 225 Houston, TX 77084 4/15/2019 - Present Real estate investment operating company. Full discretion to sponsor commercial real estate investments. Limited Partner & CEO Primary Business Rycore Capital GP LLC 1311 Broadfield Blvd., Ste 225 Houston, TX 77084 4/15/2019 - Present Owner Primary Business General Partner to Rycore Capital LP. Full discretion to operate the Rycore Capital LP business lines. My team is employed in this entity and they oversee the following real estate investment entities: Rycore Broadfield LP 1311 Broadfield Blvd., Ste 225 Houston, TX 77084 12/6/2019 - Present Real estate holding company. Entity owns and operates a 157,000 sf Class A office building in Houston, TX. Rycore Capital GP LLC is the manager. Limited Partner & General Partner 5 hrs/month Rycore Walbridge LP 1311 Broadfield Blvd., Ste 225 Houston, TX 77084 10/25/2019 - Present Real estate holding company. Entity owns and operates a 350,000 sf single tenant manufacturing property in Walbridge, OH Limited Partner 1 hrs/month Rycore Bellaire MOB Manager LLC 1311 Broadfield Blvd., Ste 225 Houston, TX 77084 3/31/2021 �?" Present Real estate holding company. Entity is the manager and operates a 58,365 sf multi-tenant medical office building in Bellaire, TX Owner & Co-Manager 5 hrs/month Rycore Commercial LLC 1311 Broadfield Blvd., Ste 225 Houston, TX 77084 10/1/2020 - Present Business is a Texas registered real estate brokerage firm representing Rycore clients in the purchase of commercial real estate Owner Rycore Capital Advisors LLC 1311 Broadfield Blvd., Ste 225 Houston, TX 77084 4/22/2021 - Present Business is an Investment Advisor Representative of Juncture Wealth Strategies LLC, a SEC registered RIA. The business is the regulated advisory entity for clients. Owner Primary Business

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

May 13, 2021 - August 22, 2023

JUNCTURE WEALTH STRATEGIES, LLC

RIA

CRD#: 298110

Houston, TX

Past

July 11, 2014 - May 21, 2019

PARSONEX CAPITAL MARKETS, LLC

CRD#: 169578

Dallas, TX

Past

March 24, 2011 - March 20, 2015

AVERE EQUITY ADVISORS

RIA

CRD#: 155465

TROPHY CLUB, TX

Past

April 27, 2010 - May 30, 2012

RICHFIELD ORION INTERNATIONAL, INC.

CRD#: 24433

DALLAS, TX

Past

May 6, 2008 - November 18, 2008

AFA FINANCIAL GROUP, LLC

CRD#: 127648

CALABASAS, CA

Past

April 5, 2004 - August 8, 2006

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA

Registered Investment Advisory firm - (9/14/2018 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/3/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/5/2010

General Securities Principal Examination

Current Firm

JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA

Registered Investment Advisory firm - (9/14/2018 Approved)

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Contact information

Main Address

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258

Mailing Address

Phone number

(480) 253-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JWS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 409,617,995

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.

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Firm Stability Insights

Ryan L. Urech

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PARSONEX CAPITAL MARKETS, LLC

AVERE EQUITY ADVISORS

RICHFIELD ORION INTERNATIONAL, INC.

AFA FINANCIAL GROUP, LLC

BANC OF AMERICA SECURITIES LLC

Primary Firm SEC Registration

JUNCTURE WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2011

Series 63

Date: 5/3/2004

SIE

Date: 10/1/2018

Series 7

Date: 4/2/2004

Series 24

Date: 12/5/2010

Current Firm

JUNCTURE WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JUNCTURE WEALTH STRATEGIES, LLC

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