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Richard D. Grimes

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CRD#: 712091
RG

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 Drew Grimes was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1980. Richard had worked at 11 firms and has passed the SIE, Series 55, Series 7, Series 4 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

October 13, 2014 - February 3, 2015

COWEN PRIME SERVICES LLC

BD
CRD#: 153397
NEW YORK, NY
Past

May 17, 2010 - October 15, 2012

DU PASQUIER & CO., INC.

BD
CRD#: 24750
NEW YORK, NY
Past

November 3, 2009 - May 10, 2010

MERIDIAN EQUITY PARTNERS, INC.

BD
CRD#: 133849
NEW YORK, NY
Past

August 2, 2004 - October 30, 2009

WEISS MULTI-STRATEGY FUNDS LLC

BD
CRD#: 130991
GARDEN CITY, NY
Past

January 14, 2004 - September 1, 2004

GEORGE WEISS ASSOCIATES, INC.

BD
CRD#: 7683
HARTFORD, CT
Past

January 14, 2004 - September 1, 2004

GEORGE WEISS & COMPANY LLC

BD
CRD#: 41526
HARTFORD, CT
Past

June 4, 2002 - January 7, 2004

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

April 3, 2002 - May 8, 2002

GEORGE WEISS & COMPANY LLC

BD
CRD#: 41526
HARTFORD, CT
Past

April 1, 2002 - May 8, 2002

GEORGE WEISS ASSOCIATES, INC.

BD
CRD#: 7683
HARTFORD, CT
Past

July 1, 2000 - March 6, 2002

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

May 3, 1988 - July 1, 2000

BLACKFORD SECURITIES CORP.

BD
CRD#: 20954
GARDEN CITY, NY
Past

March 22, 1988 - April 21, 1988

THE BUCKINGHAM RESEARCH GROUP INCORPORATED

BD
CRD#: 13233
NEW YORK, NY
Past

February 4, 1981 - May 6, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

July 22, 1980 - June 30, 1981

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

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
SIE
Date: 2/3/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 12/22/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CP
COWEN PRIME SERVICES LLC
CONCEPT ASSET MANAGEMENT | COWEN PRIME SERVICES LLC | COWEN PRIME ADVISORS | COWEN OUTSOURCED TRADING | CONCEPT LIFE AGENCY LLC | CONCEPT CAPITAL MARKETS, LLC

CRD#: 153397 / SEC#: , 8-68531

BD
Terminated by SEC on 12/18/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
COWEN PB HOLDINGS LLCDIRECT PARENT, MEMBER, OWNER
CHARNEY, DANIEL SCEO2158255
HOLMES, JOHNCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER1281617
JORDAN, FRANCISPRINCIPAL FINANCIAL OFFICER5634167
POPPELL, RALPH EDWARDCHIEF COMPLIANCE OFFICER1683087

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


COWEN PRIME SERVICES LLC

CRD#: 153397

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