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Robert M. Dickerson

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CRD#: 67344
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.

Robert Martin Dickerson was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1969. Robert had worked at 9 firms and has passed the Series 63, Series 7, PC, Series 1, Series 000 and Series 24 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

March 14, 1991 - November 5, 1991

REDWOOD SECURITIES GROUP, INC.

BD
CRD#: 27536
Past

September 7, 1985 - June 24, 1988

SUTRO & CO. INCORPORATED

BD
CRD#: 801
Past

January 4, 1978 - August 19, 1985

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

April 7, 1977 - February 6, 1978

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

September 30, 1976 - August 16, 1977

STERN, FRANK, MEYER & FOX, INCORPORATED

BD
CRD#: 790
Past

March 23, 1976 - November 13, 1976

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

August 6, 1973 - January 4, 1976

JOSEPH SEBAG INCORPORATED

BD
CRD#: 3323
Past

October 16, 1972 - September 6, 1975

SNODGRASS & CO

BD
CRD#: 1000002
Past

November 25, 1969 - November 13, 1972

FREDRICK GREGORY & COMPANY

BD
CRD#: 4240

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: 4/10/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 3/10/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 6/4/1972
Registered Representative Examination
General Industry/Product Exam
RR
Series 000
Date: 10/10/1966
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


RS
REDWOOD SECURITIES GROUP, INC.
REDWOOD CAPITAL MARKETS, INC | REDWOOD SECURITIES GROUP, INC.

CRD#: 27536 / SEC#: , 8-43182

BD
Cancelled by SEC on 05/27/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 10/15/1990
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MUKERJI, ADITYA BPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER342216
BARRETT, MARIE LOUISEPARTNER2105642
LEE, CAROLPARTNER4069208
LIU, MENG CHIU CHAOPARTNER
GRAFFEO, THOMAS LEOPARTNER227014

Disclosures


Regulatory Event7

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


REDWOOD SECURITIES GROUP, INC.

CRD#: 27536

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