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TN

Todd V. Norris

BENCHMARK SECURITIES LLC
Winter Park, FL 32789
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CRD#: 1141095
TN

Professional summary


Todd V. Norris, who also goes by Todd VIctor Morris, Todd Victor Norris, Todd Norris, is a registered financial professional currently at BENCHMARK SECURITIES LLC located in Winter Park, Florida.

Todd is registered as a RR (Registered Representative) and started their career in finance in 1983. Todd has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Todd Victor Morris | Todd Victor Norris | Todd Norris

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) - BD


Click below to view Todd V. Norris's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 13, 2013 - Present

BENCHMARK SECURITIES LLC

Office #1: 250 S. Park Avenue Suite 380, Winter Park, FL 32789
BD
CRD#: 159940
Winter Park, FL
Past

March 28, 2013 - August 28, 2013

GARDNYR MICHAEL CAPITAL, INC.

BD
CRD#: 30520
WINTER PARK, FL
Past

October 1, 2008 - March 27, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ORLANDO, FL
Past

January 16, 2006 - October 21, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
ORLANDO, FL
Past

January 31, 1995 - January 26, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ORLANDO, FL
Past

January 26, 1995 - January 16, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ORLANDO, FL
Past

March 15, 1994 - January 5, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

June 22, 1983 - March 9, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/13/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 4/1/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BENCHMARK SECURITIES LLC
BENCHMARK SECURITIES LLC | BENCHMARK SECURITIES, LLC

CRD#: 159940 / SEC#: , 8-69024

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789
Mailing Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789
Phone number
(407) 960-2700
Established
Florida since 11/03/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BMKS HOLDINGS, LLCMEMBER
MADDEN, RAYMOND JAMESCEO, CCO, ER2283328
SEMEL, SCOTT VINCENTHEAD OF SALES & TRADING4823191
YARBROUGH, DANIEL STEPHENCFO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER6115754

Disclosures


Regulatory Event2

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


BENCHMARK SECURITIES LLC

CRD#: 159940Winter Park, FL 32789

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