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Edwin P. Benedict

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CRD#: 1105988
EB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edwin Painter Benedict SR, who also goes by Edwin Painter Benedict Jr, Edwin Painter Benedict, was a registered financial professional .

Edwin is a previously registered financial professional and started their career in finance in 1983. Edwin had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edwin Painter Benedict Jr | Edwin Painter Benedict

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

February 27, 2012 - January 2, 2015

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
WHITTIER, CA
Past

February 16, 2010 - January 2, 2015

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
WHITTIER, CA
Past

March 4, 2008 - February 17, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
WHITTIER, CA
Past

May 23, 2005 - March 4, 2008

IFMG SECURITIES, INC.

BD
CRD#: 14416
WHITTIER, CA
Past

May 1, 2002 - May 23, 2005

DFC INVESTOR SERVICES

BD
CRD#: 18558
CHINO HILLS, CA
Past

February 23, 1998 - May 1, 2002

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

February 20, 1995 - February 19, 1998

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

August 23, 1994 - January 30, 1995

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

April 23, 1986 - June 13, 1994

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

September 6, 1984 - May 5, 1986

DREYFUS BROKERAGE SERVICES, INC.

BD
CRD#: 7289
Past

June 7, 1983 - July 20, 1984

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
Past

April 19, 1983 - October 21, 1983

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

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
IAR
Series 66
Date: 2/25/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/24/1993
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


EN
ESSEX NATIONAL SECURITIES, LLC
ESSEX NATIONAL SECURITIES, INC. | ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454 / SEC#: 801-70990, 8-41750

BD
Terminated by SEC on 09/13/2016
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Contact information


Main Address
550 Gateway Drive Suite 210, Napa, CA 94558
Mailing Address
Phone number
Established
Delaware since 06/27/2012
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ESSEX NATIONAL HOLDING COMPANY, LLCOWNER
AMARANTE, STEPHEN PAULCHAIRMAN OF BOARD OF DIRECTORS3165067
COONEY, JOHN MICHAELCOO, CHIEF COMPLIANCE OFFICER, CFO, TREASURER, ROSFP1326757
CUMMINGS, WILLIAM FRANCISDIRECTOR4761165
DAVIS, SCOTT KELSOPRESIDENT, CEO, DIRECTOR1252573

Disclosures


Regulatory Event5

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


ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

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