• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
RICHARD CLONCH
CRD#: 4923311
IA
Investment Adviser
B
Previous Broker
PLANVEST FINANCIAL, INC.CRD#: 290306 555 QUINCE ORCHARD ROAD
SUITE 280
GAITHERSBURG, MD 20878
Registration History
200620082010201220142016201820202022202420262 FIRMS2005 - 2009 (4 years)IAPLANVEST FINANCIAL, INC. (CRD# 290306)2017 - Present (7 years)BLPL FINANCIAL LLC (CRD# 6413)2009 - 2019 (10 years)IALPL FINANCIAL LLC (CRD# 6413)2009 - 2018 (9 years)
License(s)

State Registrations

IA
Florida 6/29/2018

IA
Virginia 5/29/2018

IA
Maryland 12/21/2017

IA
West Virginia 8/31/2018

IA
South Carolina 9/12/2018

Current Registration(s)
IA
PLANVEST FINANCIAL, INC. (CRD#:290306)
555 QUINCE ORCHARD ROAD SUITE 280, GAITHERSBURG, MD 20878
Registered with this firm since 12/21/2017

Previous Registration(s)
th hidden textth hidden textNameLocation
B
04/28/2009 - 12/24/2019 LPL FINANCIAL LLC (CRD#:6413) GAITHERSBURG, MD
IA
04/28/2009 - 05/09/2018 LPL FINANCIAL LLC (CRD#:6413) GAITHERSBURG, MD
IA
06/17/2005 - 05/13/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) ROCKVILLE, MD
B
05/26/2005 - 05/13/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) ROCKVILLE, MD
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.