Ricardo J. Gomez
Professional summary
Ricardo Joseph Gomez, who also goes by Ricardo Gomez, is a registered financial professional currently at AMERICAN FIDELITY SECURITIES, INC. located in Oklahoma City, Oklahoma.
Ricardo is registered as a RR (Registered Representative) and started their career in finance in 2022. Ricardo has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ricardo Joseph Gomez's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2025 - Present
AMERICAN FIDELITY SECURITIES, INC.
Office #1: 9000 Cameron Parkway, Oklahoma City, OK 73114-3701July 29, 2022 - March 25, 2025
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/21/2025)
Exams
Series 6TO
Date: 6/25/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
AMERICAN FIDELITY SECURITIES, INC.
CRD#: 11852 / SEC#: , 8-15123
Contact information
FINRA licenses (27 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN FIDELITY ASSURANCE COMPANY | SHAREHOLDER | |
| BOLDEN, TIMOTHY H | DIRECTOR | 5376036 |
| COLON, TARYN K | ASSISTANT VICE PRESIDENT, TREASURER, FINOP PRINCIPAL, AND PRINCIPAL FINANCIAL OFFICER | 7642942 |
| DOHERTY, JAMES HUGH | PRINCIPAL OPERATIONS OFFICER | 4197747 |
| GRANT, ANGELA FAITH | DIRECTOR | 4176509 |
| KEELING, COURTNEY DANAE | ASSISTANT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 7675059 |
| KENNEY, CHRISTOPHER THOMAS | CHAIRMAN OF THE BOARD, CEO, AND PRESIDENT | 5452832 |
| OVERFIELD, LINDA E | ASSISTANT VICE PRESIDENT |
Disclosures
| Regulatory Event | 1 |
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