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Richard C. Bellah

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CRD#: 848579
RB

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 Craig Bellah, who also goes by R Craig Bellah, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1978. Richard had worked at 10 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


R Craig Bellah

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

January 16, 1991 - March 29, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

April 24, 1989 - January 8, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 21, 1987 - April 13, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

August 25, 1986 - June 19, 1987

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 14, 1985 - September 10, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

February 1, 1983 - June 18, 1983

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

November 28, 1981 - December 2, 1982

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

January 19, 1980 - November 16, 1981

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 2, 1978 - November 22, 1979

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

February 2, 1978 - November 22, 1979

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

February 2, 1978 - November 22, 1979

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

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: 9/10/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 1/28/1978
Registered Representative Examination

Current Firm


LB
LEHMAN BROTHERS INC.
LEHMAN BROTHERS | SHEARSON/AMERICAN EXPRESS INC. | SHEARSON LOEB RHOADES INC. | SHEARSON LEHMAN/AMERICAN EXPRESS INC. | SHEARSON LEHMAN HUTTON INC. | SHEARSON LEHMAN BROTHERS INC. | LEHMAN BROTHERS, INC. | LEHMAN BROTHERS MARKET MAKERS | LEHMAN BROTHERS INC.

CRD#: 7506 / SEC#: , 8-12324

BD
Cancelled by SEC on 12/07/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/21/1965
Firm type
Corporation
Fiscal year end
November
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEHMAN BROTHERS HOLDINGS INC.SOLE SHAREHOLDER
CLARK, HOWARD LONGSTRETH JRDIRECTOR47587
CRUIKSHANK, THOMAS HENRYDIRECTOR4708135
FREIDHEIM, SCOTT JONCO-CHIEF ADMINISTRATIVE OFFICER1766230
FULD, RICHARD SEVERIN JRDIRECTOR/CHAIRMAN AND CEO215527
LOWITT, IAN THEOCO-CHIEF ADMINISTRATIVE OFFICER4210205
MCDADE III, HERBERT H.PRESIDENT AND CHIEF OPERATING OFFICER1185218
RUSSO, THOMAS ANTHONYCHIEF LEGAL OFFICER3188169

Disclosures


Regulatory Event359
Civil Event1
Arbitration527

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


LEHMAN BROTHERS INC.

CRD#: 7506

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