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Richard S. From

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CRD#: 703869
RF

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 Scott From, who also goes by Richard S Winther, Richard Scott Winther, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1980. Richard had worked at 12 firms and has passed the Series 63, Series 79TO, SIE, Series 5, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard S Winther | Richard Scott Winther

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

May 24, 2016 - November 3, 2023

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

June 24, 2014 - May 11, 2016

EQUINOX SECURITIES, INC.

BD
CRD#: 145790
REDLANDS, CA
Past

December 21, 2011 - June 20, 2012

PEYTON, CHANDLER & SULLIVAN, INC.

BD
CRD#: 113517
ROCKLIN, CA
Past

November 5, 2001 - November 7, 2011

PEYTON, CHANDLER & SULLIVAN, INC.

BD
CRD#: 113517
ROCKLIN, CA
Past

December 9, 1999 - April 6, 2001

HOTOVEC, POMERANZ & CO., LLC

BD
CRD#: 41178
SAN FRANCISCO, CA
Past

August 11, 1997 - January 7, 2000

CAPBAY FINANCIAL SERVICES

BD
CRD#: 32395
ROSEVILLE, CA
Past

July 20, 1995 - May 5, 1997

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

June 27, 1995 - July 8, 1995

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

June 30, 1994 - April 21, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 6, 1988 - July 12, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 13, 1985 - December 8, 1987

WESTAMERICA INVESTMENT GROUP

BD
CRD#: 6626
Past

July 10, 1985 - October 15, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

November 1, 1984 - March 8, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 19, 1980 - September 7, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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: 4/6/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/9/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BOUSTEAD SECURITIES, LLC
BOUSTEAD SECURITIES, LLC | MONARCH BAY SECURITIES, LLC | MONARCH BAY ASSOCIATES, LLC

CRD#: 141391 / SEC#: , 8-67384

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


Main Address
6 Venture Suite 395, Irvine, CA 92618
Mailing Address
6 Venture Suite 395, Irvine, CA 92618
Phone number
(949) 295-1580
Established
California since 04/19/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BOUSTEAD & COMPANY LIMITEDMEMBER
BULL, ROBERT LEE IVFINOP & PRINCIPAL1521134
MCCLORY, DANIEL JOSEPHMEMBER1390780
SMITH, LINCOLN JOSEPH JRPRESIDENT/ CEO / CCO2501422

Disclosures


Regulatory Event1

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


BOUSTEAD SECURITIES, LLC

CRD#: 141391

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