David Joseph Richards

Employer firm

Crr Wealth Management CRD 174155

Reported services (Item 5G)

SOLICITOR ON BEHALF OF ONE FIRM

From the firm’s Form ADV. Read the guides:

Current Employers

Crr Wealth Management

545 Salem Street, Wakefield, MA 01880 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED_RES	2015-01-02

MA RA
APPROVED_RES

Since 2015-01-02

Branch Locations

545 Salem Street, Wakefield, MA 01880 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED_RES	2014-11-06

MA RA
APPROVED_RES

Since 2014-11-06

Branch Locations

Wakefield, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Costantino Richards Rizzo Llp	Wakefield	MA	01/1996	Present
Crr Wealth Management, Llc	Wakefield	MA	11/2014	Present

01/1996 → Present

Costantino Richards Rizzo Llp

Wakefield, MA
11/2014 → Present

Crr Wealth Management, Llc

Wakefield, MA

Previous Registrations

2005-04-11 → 2012-12-31

C & R Financial Services, Llc

Wakfield, MA

Other Businesses

1. CRR, LLP (f/k/a COSTANTINO RICHARDS RIZZO, LLP) - NOT INVESTMENT RELATED - 545 SALEM ST. WAKEFIELD, MA 01880 - PUBLIC ACCOUNTING FIRM - MANAGING PARTNER - BEGAN JANUARY 1996 - 40 HOURS PER WEEK INCLUDING ALL TRADING HOURS - PERFORMING TAX AND CONSULTING SERVICES TO FIRM CLIENTS AND MANAGING THE FIRM. 2. CRR PROPERTIES, LLC - NOT INVESTMENT RELATED - 545 SALEM ST. WAKEFIELD, MA 01880 - REAL ESTATE HOLDING - PARTNER - BEGAN OCTOBER 2010 - LESS THAN 1 HOUR PER WEEK DURING TRADING HOURS - BUILDING MAINTENANCE. 3. CRR WEALTH MANAGEMENT, LLC - INVESTMENT RELATED - 545 SALEM ST. WAKEFIELD, MA 01880 - WEALTH MANAGEMENT CLIENT SOLICITATION - PARTNER - BEGAN NOVEMBER 2014 - LESS THAN 1 HOUR PER WEEK DURING TRADING HOURS - SOLICITATION OF CLIENT REFERALS. 4. CALCULATED EXIT PARTNERS, LLC - NOT INVESTMENT RELATED - 17778 DEAUVILL LANE, BOCA RATON, FL 33496 - MERGER AND ACQUISITION ADVISORY SERVICES - PARTNER - BEGAN JANUARY 2023 - 20 HOURS PER WEEK DURING TRADING HOURS - CONSULTING SERVICES TO COMPANIES LOOKING TO ACQUIRE A BUSINESS OR BE ACQUIRED. 5. GREAT BAY PARTNERS, LLC - NOT INVESTMENT RELATED - 17778 DEAUVILL LANE, BOCA RATON, FL 33496 - INVESTMENT PARTNERSHIP - PARTNER - BEGAN SEPTEMBER 2020 - LESS THAN 1 HOUR PER WEEK DURING TRADING HOURS - ACCOUNTING FOR A SINGLE INVESTMENT IN A PRIVATE NOTE. 6. REINSURANCE PROGRAM MANAGERS, LLC - NOT INVESTMENT RELATED - 17778 DEAUVILL LANE, BOCA RATON, FL 33496 - PRE-OPERATOINAL START-UP, REINSURANCE UNDERWRITING COMPANY - PARTNER - BEGAN MARCH 2022 - LESS THAN 1 HOUR PER WEEK DURING TRADING HOURS - ACCOUNTING FOR A START-UP PRE-OPERATIONAL ENTITY.