Richard James Lubecki

Current Employers

Employment History

• 06/2005 → Present
  Evergreen Insurance, Llc
  Greensburg, PA
• 11/2006 → 09/2018
  Investment Professionals, Inc
  San Antonio, TX
• 06/2018 → 10/2018
  Ameriprise Financial Services, Inc
  Greensburg, PA
• 10/2018 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 10/2018 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2018-06-21 → 2018-11-06
  Ameriprise Financial Services, Llc
  Greensburg, PA
• 2007-05-02 → 2018-09-24
  Investment Professionals, Inc.
  San Antonio, TX
  Greensburg, PA
  Danville, KY

Other Businesses

1. EVERGREEN INSURANCE, LLC - INVESTMENT RELATED - 701 E. PITTSBURGH ST., GREENSBURG, PA 15601 - INSURANCE AGENCY - SALES PERSON - START DATE: 1994 - 100 HRS/MO DEVOTED TO OTHER BUSINESS ACTIVITY, APPROX 20-50% DURING SECURITIES TRADING HOURS - DUTIES INCLUDE THE SALE OF FIXED PRODUCTS (NON-INVESTMENT) RELATED THROUGH MY EMPLOYER, EVERGREEN INSURANCE, LLC, A SUBSIDIARY OF THE RESCHINI GROUP AND A 30% SUBSIDIARY OF S & T BANK. DEPENDING ON THE NEEDS OF THE PROSPECTS/CLIENTS, ANYWHERE BETWEEN 1-50% OF MY TIME MAY BE SPENT ON THE EVALUATION OF THEIR NEEDS AND/OR SALE/SOLICITATION OF FIXED PRODUCTS (I.E. LIFE INSURANCE, DISABILITY INSURANCE, FIXED OR INDEX ANNUITIES, GROUP LIFE, HEALTH, ETC.). 2. Richard A. Schaeffer Memorial Fund, Pittsburgh, PA - Board of Directors. The fund helps students and post-doctoral fellows in the field of mass spectrometry and also aids youth in scouting activities. Non-investment related. 3. Member of the Agent Advisory Council for NSS Life. Duties include feedback and advice from an agent's perspective as to products/services and how NSS interacts with clients and agents. Start date: 6/25/24, meets quarterly for approx. 2-1/2 hrs. INV REL: Y

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-21

Designations

Other Names

• Jim Lubecki