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RG

Richard Geiger

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CRD#: 873869
RG

Professional summary


Richard Geiger was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Richard is a previously registered financial professional and started their career in finance in 1979. Prior to being barred, Richard had worked at 14 firms, which includes CHICAGO INVESTMENT GROUP LLC, SIERRA BROKERAGE SERVICES INC., AMERICAN INVESTMENT SERVICES INC., LEXINGTON SECURITIES INC., OMNI FINANCIAL SECURITIES INC., OMNI CAPITAL MARKETS INCORPORATED, CAMELOT INVESTMENT CORP., COLUMBUS EQUITIES INTERNATIONAL INC., CORNA AND CO. INC., GREENTREE SECURITIES CORP., VANDERBILT SECURITIES INC., FIRST JERSEY SECURITIES INC., BEARE BROTHERS & CO. INC., S. B. CANTOR & CO. INC..

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

September 27, 2002 - May 30, 2007

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

April 28, 1997 - August 12, 2002

SIERRA BROKERAGE SERVICES, INC.

BD
CRD#: 36573
COLUMBUS, OH
Past

February 15, 1996 - April 23, 1997

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

July 7, 1995 - October 23, 1995

LEXINGTON SECURITIES, INC.

BD
CRD#: 13102
CHICAGO, IL
Past

January 22, 1992 - September 7, 1993

OMNI FINANCIAL SECURITIES, INC.

BD
CRD#: 29320
COLUMBUS, OH
Past

April 15, 1991 - January 17, 1992

OMNI CAPITAL MARKETS, INCORPORATED

BD
CRD#: 23583
Past

February 21, 1989 - February 28, 1990

CAMELOT INVESTMENT CORP.

BD
CRD#: 21925
Past

February 1, 1989 - February 27, 1989

OMNI CAPITAL MARKETS, INCORPORATED

BD
CRD#: 23583
Past

January 16, 1989 - February 27, 1989

COLUMBUS EQUITIES INTERNATIONAL, INC.

BD
CRD#: 7559
Past

February 11, 1988 - December 6, 1988

CORNA AND CO., INC.

BD
CRD#: 8124
Past

January 6, 1987 - December 2, 1987

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

May 29, 1986 - December 23, 1986

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

November 4, 1985 - June 2, 1986

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621
Past

August 12, 1982 - November 19, 1984

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621
Past

November 7, 1981 - June 15, 1982

BEARE BROTHERS & CO. INC.

BD
CRD#: 596
Past

March 10, 1980 - November 6, 1981

S. B. CANTOR & CO., INC.

BD
CRD#: 1384
Past

November 23, 1979 - June 12, 1981

BEARE BROTHERS & CO. INC.

BD
CRD#: 596

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: 8/1/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 3/1/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CI
CHICAGO INVESTMENT GROUP, LLC
CHICAGO INVESTMENT GROUP | G. A. O. INC. | G A O INC | CHICAGO INVESTMENT GROUP, LLC | CHICAGO INVESTMENT GROUP, INC.

CRD#: 11853 / SEC#: , 8-27507

BD
Terminated by SEC on 09/07/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 01/01/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COMPASS CAPITAL MANAGEMENT INTERNATIONAL, LLCOWNER
MERRITT HOLDINGS II LLCSHAREHOLDER
BULLARD, ROBERT JONATHANOPS. MGR / RSOFP2975440
LYNCH, JAMES PATRICKMANAGING DIRECTOR2387056
LYNCH, RICHARD PAULCEO/ CCO1938604

Disclosures


Regulatory Event16
Arbitration2

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


CHICAGO INVESTMENT GROUP, LLC

CRD#: 11853

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