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RD

Richard E. Dirickson

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CRD#: 68537
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 Edward Dirickson JR was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1970. Richard had worked at 5 firms and has passed the Series 63, Series 52TO, Series 7TO, Series 79TO, Series 99TO, SIE, PC, Series 1, Series 24, Series 9, Series 10 and Series 8 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

January 6, 2020 - October 15, 2021

SAN FRANCISCO SENTRY INVESTMENT GROUP

RIA
CRD#: 106257
SAN FRANCISCO, CA
Past

October 16, 2002 - July 30, 2021

S F SENTRY SECURITIES, INC.

BD
CRD#: 27432
SAN FRANCISCO, CA
Past

July 23, 1993 - December 31, 2019

SAN FRANCISCO SENTRY INVESTMENT GROUP

RIA
CRD#: 106257
SAN FRANCISCO, CA
Past

August 13, 1981 - July 20, 1990

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

September 26, 1978 - September 22, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

May 1, 1970 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 4/25/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 9/8/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/24/1970
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/21/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


SF
SAN FRANCISCO SENTRY INVESTMENT GROUP
SAN FRANCISCO SENTRY INVESTMENT GROUP

CRD#: 106257 / SEC#: 801-44325

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Contact information


Main Address
100 Pine Street Suite 2700, San Francisco, CA 94111
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A - SIG (3/11/2021)

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


SAN FRANCISCO SENTRY INVESTMENT GROUP

CRD#: 106257

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