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EW

Eugene S. Wakai

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CRD#: 1107894
EW

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.

Eugene Shigeki Wakai, who also goes by Gene Shigeki Wakai, was a registered financial professional .

Eugene is a previously registered financial professional and started their career in finance in 1983. Eugene had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gene Shigeki Wakai

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

November 6, 2012 - December 31, 2016

SILBER BENNETT FINANCIAL, INC.

RIA
CRD#: 156435
HONOLULU, HI
Past

November 6, 2012 - December 31, 2016

SILBER BENNETT FINANCIAL, INC.

BD
CRD#: 156435
ENCINO, CA
Past

May 3, 2010 - October 31, 2012

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

RIA
CRD#: 135288
HONOLULU, HI
Past

April 27, 2010 - October 31, 2012

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

BD
CRD#: 135288
HONOLULU, HI
Past

March 4, 2008 - April 26, 2010

EMPIRE SECURITIES CORPORATION

RIA
CRD#: 2826
HONOLULU, HI
Past

June 29, 2007 - April 26, 2010

EMPIRE SECURITIES CORPORATION

BD
CRD#: 2826
EL SEGUNDO, CA
Past

August 16, 2006 - July 2, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
HONOLULU, HI
Past

August 14, 2006 - July 2, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
HONOLULU, HI
Past

October 9, 2001 - August 10, 2006

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
HONOLULU, HI
Past

April 8, 1983 - August 10, 2006

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
HONOLULU, HI

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
IAR
Series 65
Date: 12/19/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/2006
General Securities Principal Examination

Current Firm


SB
SILBER BENNETT FINANCIAL, INC.
CLEAR GROWTH CAPITAL | SILBER BENNETT FINANCIAL, INC.

CRD#: 156435 / SEC#: , 8-68795

BD
Terminated by SEC on 03/01/2019
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Contact information


Main Address
16133 Ventura Blvdl, Ste. 700, Encino, CA 91436
Mailing Address
Phone number
Established
California since 10/11/2010
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BENNETT, JAMIE SILBEROWNER, DIRECTOR, CEO, CFO/ FINOP2740248
BENNETT, JAMIE SILBERCHIEF COMPLIANCE OFFICER2740248
DAWSON, REBECCA JOMUNICIPAL PRINCIPAL1146385
DINEHART, MASON ALAN IIIPRINCIPAL68314
NAGLE, JAMES THOMASPRESIDENT4897449

Disclosures


Regulatory Event1

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


SILBER BENNETT FINANCIAL, INC.

CRD#: 156435

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