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JR

Jamie D. Riff

RESEARCH CAPITAL USA
Toronto, M5L 1G2
Some features on this profile are disabled
CRD#: 5000124
JR

Professional summary


Jamie Daniel Riff is a registered financial professional currently at RESEARCH CAPITAL USA INC. .

Jamie is registered as a RR (Registered Representative) and started their career in finance in 2005. Jamie has worked at 6 firms and has passed the Series 63, SIE, Series 7TO, Series 87, Series 86 and Series 7 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) - BD


Click below to view Jamie Daniel Riff'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

April 19, 2021 - Present

RESEARCH CAPITAL USA INC.

Office #1: 199 Bay Street, Suite 4500 Commerce Court West, Toronto, M5L 1G2
BD
CRD#: 39670
Toronto,
Past

June 13, 2011 - April 18, 2017

ATB CAPITAL MARKETS USA INC.

BD
CRD#: 155053
TORONTO, ONTARIO,
Past

April 14, 2011 - May 13, 2011

VENTUM FINANCIAL (US) CORP.

BD
CRD#: 127404
TORONTO,
Past

May 6, 2008 - December 13, 2010

NBF SECURITIES (USA) CORP.

BD
CRD#: 25541
TORONTO,
Past

February 29, 2008 - April 25, 2008

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
TORONTO,
Past

October 19, 2005 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
TORONTO,

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
California
(10/18/2021)
RR
Colorado
(4/19/2021)
RR
Illinois
(4/20/2021)
RR
Massachusetts
(10/18/2021)
RR
New York
(10/18/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/18/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


RC
RESEARCH CAPITAL USA INC.
MACKIE RESEARCH USA INC. | RESEARCH CAPITAL USA INC.

CRD#: 39670 / SEC#: , 8-48795

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


Main Address
199 Bay Street, Suite 4500 Commerce Court West, Toronto, M5L 1G2
Mailing Address
199 Bay Street, Suite 4500 Commerce Court West, Toronto, M5L 1G2
Phone number
(416) 860-7600
Established
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RESEARCH CAPITAL CORPORATIONSOLE OWNER
SELBIE, ANDREW CHARLESCEO, CFO, FINOP & CORPORATE SECRETARY2009162
SELBIE, ANDREW CHARLESPRESIDENT2009162
WILLIAMS, JOHN RAYCHIEF COMPLIANCE OFFICER1865081

Disclosures


Regulatory Event2

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


RESEARCH CAPITAL USA INC.

CRD#: 39670Toronto, M5L 1G2

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