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Richard S. Williams

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CRD#: 859740
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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 Scott Williams was a registered financial advisor .

Richard is a previously registered financial advisor and started their career in finance in 1978. Richard had worked at 10 firms and has passed the Series 65, Series 63, Series 3, Series 15, Series 7, Series 24 and Series 8 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 13, 2011 - November 17, 2012

EMERGING GROWTH EQUITIES, LTD.

BD
CRD#: 47040
KING OF PRUSSIA, PA
Past

August 3, 2007 - November 10, 2009

KEYSTONE ASSET ADVISORS, L.P.

RIA
CRD#: 127543
OAKS, PA
Past

August 3, 2007 - November 10, 2009

THE KEYSTONE EQUITIES GROUP, L.P.

BD
CRD#: 127529
NEWTOWN, PA
Past

August 11, 2006 - August 10, 2007

REVERE SECURITIES LLC

BD
CRD#: 14178
NEW YORK, NY
Past

March 13, 2006 - August 10, 2007

NEWOAK CAPITAL MARKETS LLC

BD
CRD#: 104063
NEWTOWN, PA
Past

December 10, 2002 - March 15, 2006

PHILADELPHIA BROKERAGE CORPORATION

BD
CRD#: 25534
RADNOR, PA
Past

January 11, 1994 - December 19, 2002

INVESTEC INC.

BD
CRD#: 18553
NEW YORK, NY
Past

June 6, 1989 - December 22, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 4, 1984 - June 6, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

November 27, 1978 - October 3, 1984

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

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
IAR
Series 65
Date: 12/16/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 1/21/1985
Foreign Currency Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/8/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


EG
EMERGING GROWTH EQUITIES, LTD.
EMERGING GROWTH EQUITIES, LTD.

CRD#: 47040 / SEC#: , 8-51642

BD
Terminated by SEC on 03/05/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 01/26/1999
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
EGE HOLDINGS, LTD.LIMITED PARTNER
BERLACHER, GREGORY JOSEPHCEO1929689
CORKERY, COLLEEN JANEFINANCIAL AND OPERATIONS PRINCIPAL4818898
EGE SPECIAL PURPOSE CORP.GENERAL PARTNER
SEID, JAY DAVIDCHIEF COMPLIANCE OFFICER4809707

Disclosures


Regulatory Event1

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


EMERGING GROWTH EQUITIES, LTD.

CRD#: 47040

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