Richard William Ervolino

Current Employers

Employment History

• 02/2012 → 09/2020
  Liberty Partners Financial Services, Llc
  Bakersfield, CA
• 03/2012 → 09/2020
  Liberty Partners Capital Management, Llc
  Cheyenne, WY
• 09/2020 → Present
  Capital Management Services, Inc.
  Manchester, MO

Previous Registrations

• 2012-05-11 → 2020-09-23
  Modern Capital Advisors, Llc
  Raleigh, NC
  Hypoluxo, FL
• 2009-02-09 → 2012-03-02
  Equitable Advisors, Llc
  Boca Raton, FL
  W. Palm Beach, FL
  Boca Raton, FL
  West Palm Beach, FL
• 2005-01-28 → 2008-12-23
  Nfsg Corporation
  Delray Beach, FL
  West Palm Beach, FL
• 2000-11-01 → 2003-12-31
  Advisor'S Capital Investments Inc,
  Hypoluxo, FL

Other Businesses

1) Owner of USA Tax Plan, Inc.: investment related: No; Location: 156 Las Brisas Circle,Hypoluxo FL. 33462; Description of the business: Agent runs insurance business,annuity business through his Subs corp for tax purposes; Responsibilities Duties: sell insurance and annuities; Start date with business: 2012-02-03; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 15; 2) Independent Contractor Consultant for Tax & Retirement Institute, LLC since 2019, a non-investment related financial education business located in Boca Raton, FL, providing education related to tax, insurance, retirement and estate planning. Activity represents less than 10 hours per month which may be during or outside of regular business hours. 3) director; GreenMask LLC; investment related: No; Location: 7800 Congress ave,Boca Raton FL.33487; Description of the business: Selling face masks; Responsibilities Duties: This is a NON-Public company with no sales. Friends asked for marketing suggestions for sale of face masks.; Start date with business: 2022-01-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1993-05-21

Other Names

• Richard Ervolino