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RD

Richard A. Durot

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CRD#: 74077
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 Alfred Durot was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1962. Richard had worked at 8 firms and has passed the Series 63, PC and Series 1 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

December 1, 2001 - December 31, 2011

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

August 18, 1993 - December 1, 2001

MERIT CAPITAL ASSOCIATES, INC.

BD
CRD#: 30576
WESTPORT, CT
Past

June 4, 1990 - June 11, 1993

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

April 27, 1985 - June 13, 1990

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

September 26, 1978 - February 25, 1979

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

January 15, 1975 - March 15, 1979

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

June 11, 1971 - January 15, 1975

G. H. WALKER, LAIRD INCORPORATED

BD
CRD#: 342
Past

July 19, 1962 - June 11, 1971

G H WALKER & CO INC

BD
CRD#: 343

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: 1/16/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 4/29/1980
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 7/19/1962
Registered Representative Examination

Current Firm


SC
SOURCE CAPITAL GROUP, INC.
SOURCE CAPITAL GROUP, INC. | SOURCE SECURITIES, INC.

CRD#: 36719 / SEC#: 801-88199, 8-47372

BD
Terminated by SEC on 04/18/2017
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Contact information


Main Address
276 Post Road West, Westport, CT 06880
Mailing Address
Phone number
Established
Delaware since 06/03/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SOURCE CAPITAL FORM ADV PART 2A JULY 11, 2017 (7/11/2017)

Direct owners and executive officers


NamePositionCRD#
HARRIS, DAVID WEBSTERPRESIDENT / CHIEF COMPLIANCE OFFICER - INTERIM237802

Disclosures


Regulatory Event9
Arbitration3

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


SOURCE CAPITAL GROUP, INC.

CRD#: 36719

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