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RA

Richard B. Anspacher

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CRD#: 6299
RA

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 Barton Anspacher was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1965. Richard had worked at 5 firms and has passed the Series 1 and Series 40 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

June 12, 2001 - January 3, 2012

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

August 7, 1997 - June 13, 2001

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

October 8, 1985 - September 5, 1995

STONEGATE CAPITAL MARKETS, INC.

BD
CRD#: 6376
DALLAS, TX
Past

April 11, 1977 - September 6, 1985

ANSPACHER SECURITIES, INC.

BD
CRD#: 7377
Past

December 8, 1965 - April 8, 1971

WEBER, HALL, SALE & ASSOCIATES, INC.

BD
CRD#: 876

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


General Industry/Product Exam
RR
Series 1
Date: 4/19/1963
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 11/23/1976
Registered Principal Examination

Current Firm


PF
PENSON FINANCIAL SERVICES, INC.
EFUTURES | WOLCOTT & LINCOLN DIVISION | SERVICE ASSET MANAGEMENT COMPANY | PENSON GHCO | PENSON FUTURES, A DIVISION OF PENSON FINANCIAL SERVICES, INC. | PENSON FINANCIAL SERVICES, INC. | FIRST CAPITOL AG

CRD#: 25866 / SEC#: , 8-42095

BD
Terminated by SEC on 10/28/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
North Carolina since 10/17/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SAI HOLDINGS, INC.OWNER
ENGEL, BRYCE BRADLEYCEO/PRESIDENT/COO2748956
MCCAIN, RICHARD BARTOEVP, FINOP, BOARD MEMBER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER4062238
SMITH, MARY AGNESAMLCO2498307
SON, DANIEL PAULCHAIRMAN430602

Disclosures


Regulatory Event23
Arbitration10

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


PENSON FINANCIAL SERVICES, INC.

CRD#: 25866

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