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PE

Patricia A. Esposito

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CRD#: 1187612
PE

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.

Patricia Ann Esposito, who also goes by Patty Esposito, Patricia Ann Rector, Patty Rector, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 1986. Patricia had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patty Esposito | Patricia Ann Rector | Patty Rector

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

October 19, 2017 - July 11, 2019

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

June 1, 1993 - October 31, 2001

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

August 27, 1986 - June 1, 1993

TEMPLETON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 3329
ST. PETERSBURG, FL

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: 11/7/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FD
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, INC. | FRANKLIN/TEMPLETON DISTRIBUTORS, LLC | FRANKLIN/TEMPLETON DISTRIBUTORS, INC.

CRD#: 332 / SEC#: , 8-5889

BD
Terminated by SEC on 10/03/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/01/2021
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
MASOM, JEFFREY SCOTTPRESIDENT - DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546
SPECTOR, ADAM BENJAMINCHIEF EXECUTIVE OFFICER2270713

Disclosures


Regulatory Event1
Civil 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


FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

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