AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AV

Atul Verma

Some features on this profile are disabled
CRD#: 5212919
AV

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.

Atul Verma, who also goes by Al Verma, was a registered financial professional .

Atul is a previously registered financial professional and started their career in finance in 2006. Atul had worked at 2 firms and has passed the Series 63 and Series 38 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Al Verma

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

August 2, 2013 - March 18, 2014

RICHARDSON GMP (USA) CORP.

BD
CRD#: 104204
TORONTO, ONTARIO,
Past

October 13, 2006 - August 6, 2013

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

BD
CRD#: 7449
TORONTO,

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: 10/25/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 38
Date: 9/15/2006
Canada Module of the General Securities Registered Representative (Without Options Questions)

Current Firm


RG
RICHARDSON GMP (USA) CORP.
BLACKMONT CAPITAL CORP. | RICHARDSON GMP (USA) CORP. | MACQUARIE PRIVATE WEALTH CORP | FIRST ASSOCIATES INVESTMENTS (USA) INC.

CRD#: 104204 / SEC#: , 8-52658

BD
Terminated by SEC on 05/17/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RICHARDSON GMP LIMITEDSHAREHOLDER
BOWERING, DANIEL DAVIDDIRECTOR, CHIEF COMPLIANCE OFFICER5491720
LEXOVSKY, JAMES THOMASCHIEF EXECUTIVE OFFICER, FINOP AND CFO.2835008
MARSH, ANDREW JOHNDIRECTOR6145853
MUCHNIK, ELLIOTDIRECTOR6145854

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


RICHARDSON GMP (USA) CORP.

CRD#: 104204

TRUST BUT VERIFY

Monitor Atul Verma

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics