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CG

Charles L. Gordon

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CRD#: 1127091
CG

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.

Charles Lewis Gordon was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1983. Charles had worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

December 1, 1989 - November 5, 1996

BENTLEY-LAWRENCE SECURITIES, INC.

BD
CRD#: 13174
TROY, MI
Past

April 6, 1984 - January 9, 1989

PRIMUS FINANCIAL SERVICES, INC.

BD
CRD#: 677
GRAND RAPIDS, MI
Past

March 30, 1983 - July 20, 1984

MONETARY SECURITIES CORPORATION

BD
CRD#: 10969

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
Series 63
Date: 4/26/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/1982
General Securities Representative Examination

Current Firm

BS
BENTLEY-LAWRENCE SECURITIES, INC.
BENTLEY-LAWRENCE SECURITIES, INC. | INVESTORS DEVELOPMENT COMPANY

CRD#: 13174 / SEC#: , 8-28967

BD
Terminated by SEC on 02/13/2010
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Contact information

Main Address
Mailing Address
Phone number
Established
Michigan since 05/03/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
COSKEY, RICHARD LAWRENCEPRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR54880
COSKEY, RICHARD LAWRENCEPRESIDENT & DIRECTOR54880
MURPHY, DENNIS WILLIAMV.P., REGISTERED OPTIONS & SECURITY FUTURES PRINCIPAL1091037
WATSON, THERESA PAULINEREGISTERED OPTIONS & SECURITY FUTURES PRINCIPAL1079175

Disclosures

Regulatory Event4
Arbitration4

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

BENTLEY-LAWRENCE SECURITIES, INC.

CRD#: 13174

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