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RD

Richard F. Duffy

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CRD#: 5652270
RD

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 Francis Duffy was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 2009. Richard had worked at 7 firms and has passed the Series 63, SIE, Series 34, Series 3, Series 7 and Series 30 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)


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 8, 2023 - December 14, 2023

MATRIX EXECUTIONS, LLC

BD
CRD#: 38455
CHICAGO, IL
Past

July 29, 2021 - August 7, 2023

IMC SECURITIES LLC

BD
CRD#: 144874
CHICAGO, IL
Past

July 18, 2019 - July 31, 2019

CMZ TRADING, LLC

BD
CRD#: 132051
CHICAGO, IL
Past

December 15, 2016 - August 2, 2017

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

March 12, 2014 - August 2, 2017

TD AMERITRADE, INC.

BD
CRD#: 7870
CHICAGO, IL
Past

September 25, 2013 - June 27, 2014

E*TRADE FUTURES LLC

BD
CRD#: 145562
CHICAGO, IL
Past

December 13, 2010 - October 2, 2012

CMZ TRADING, LLC

BD
CRD#: 132051
CHICAGO, IL
Past

May 27, 2009 - June 3, 2009

GREENTREE BROKERAGE SERVICES, INC.

BD
CRD#: 45316
PHILADELPHIA, PA

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: 10/30/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 34
Date: 3/5/2015
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 3/26/2009
NFA Branch Manager Examination

Current Firm


ME
MATRIX EXECUTIONS, LLC
ITG DERIVATIVES LLC. | YOURTRADE.COM SECURITIES, INC. | REDSKY SECURITIES, LLC | REDSKY SECURITIES, INC. | REDSKY FINANCIAL, LLC | MATRIX EXECUTIONS, LLC | LAKE KATHERINE SECURITIES, LTD.

CRD#: 38455 / SEC#: , 8-48255

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


Main Address
141 W Jackson Blvd Suite 2020a, Chicago, IL 60604
Mailing Address
141 W Jackson Blvd Suite 2020a, Chicago, IL 60604
Phone number
(312) 334-8040
Established
Illinois since 02/14/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MATRIX EXECUTIONS HOLDINGS, LLCMEMBER
GREENBERG, ALLEN DAVIDCHIEF OPERATIONS OFFICER1423999
NAYLOR, JORDAN WILLIAMCHIEF EXECUTIVE OFFICER2502309
RAZA, ZOHAIBCHIEF FINANCIAL OFFICER/FINOP7049272
WILLIAMS, JETAUN JENICECHIEF COMPLIANCE OFFICER & AMLCO3257770

Disclosures


Regulatory Event9

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


MATRIX EXECUTIONS, LLC

CRD#: 38455

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