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RJ

Richard S. Johnston

MSC - BD
LAKE OSWEGO, OR 97035
Some features on this profile are disabled
CRD#: 848543
RJ

Professional summary


Richard Stacy Johnston, who also goes by Richard S Johnston, is a registered financial professional currently at MSC - BD, LLC located in Lake Oswego, Oregon.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1978. Richard has worked at 11 firms and has passed the Series 63, Series 79TO, SIE, Series 79, Series 3, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard S Johnston

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) - BD


Click below to view Richard Stacy Johnston's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 10, 2022 - Present

MSC - BD, LLC

Office #1: 5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035
BD
CRD#: 142927
LAKE OSWEGO, OR
Past

January 16, 2015 - May 9, 2016

MSC - BD, LLC

BD
CRD#: 142927
LAKE OSWEGO, OR
Past

November 1, 2011 - April 22, 2014

MSC - BD, LLC

BD
CRD#: 142927
LAKE OSWEGO, OR
Past

July 27, 2010 - November 17, 2010

HS & CO., INC.

BD
CRD#: 42612
CHICAGO, IL
Past

June 9, 1993 - March 25, 1997

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

January 16, 1992 - June 1, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 4, 1990 - January 20, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 11, 1989 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

June 11, 1988 - June 6, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 3, 1983 - May 25, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 13, 1980 - January 7, 1983

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

September 26, 1978 - February 15, 1980

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

February 1, 1978 - 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: 8/14/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/9/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/12/1981
Interest Rate Options Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


M-
MSC - BD, LLC
MCINTYRE INVESTMENTS, INC. | NAPLES AIS, INC. | MSC - BD, LLC

CRD#: 142927 / SEC#: , 8-67511

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


Main Address
5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035
Mailing Address
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035
Phone number
(503) 515-1313
Established
Florida since 07/10/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 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#
MADISON STREET CAPITAL, LLCOWNER
BOTCHWAY, CHARLES OKAIPRESIDENT5752036
DIAMOS, ANTHONY SOLONFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4872899
MCINTYRE, PAUL JOSEPHCCO1002368

Disclosures


Regulatory Event1
Arbitration1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MSC - BD, LLC

CRD#: 142927Lake Oswego, OR 97035

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