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Robert L. Bentley

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CRD#: 1242499
RB

Professional summary


Robert Longacre Bentley was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Robert had worked at 6 firms, which includes TDI INCORPORATED, SOUTHEASTERN SECURITIES INC., THE TRADING DESK INC., FORESTERS FINANCIAL SERVICES INC., THE STUART-JAMES COMPANY INCORPORATED, VANTAGE SECURITIES OF COLORADO INC..

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

March 27, 2001 - November 8, 2001

TDI, INCORPORATED

BD
CRD#: 30629
ENGLEWOOD, CO
Past

September 21, 1998 - August 16, 2000

SOUTHEASTERN SECURITIES, INC.

BD
CRD#: 35502
MIAMI, FL
Past

March 30, 1993 - September 4, 1998

TDI, INCORPORATED

BD
CRD#: 30629
ENGLEWOOD, CO
Past

April 27, 1990 - January 17, 1995

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

April 16, 1985 - July 15, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
Past

July 30, 1984 - December 26, 1984

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

February 28, 1984 - June 13, 1984

VANTAGE SECURITIES OF COLORADO, INC.

BD
CRD#: 8622

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: 1/31/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/24/1995
General Securities Principal Examination

Current Firm


TI
TDI, INCORPORATED
TDI, INCORPORATED | U.S. CENTRAL SECURITIES CORPORATION | U.S. CENTRAL SECURITIES | TRADERS AND DEALERS, INC.

CRD#: 30629 / SEC#: , 8-45046

BD
Terminated by SEC on 02/12/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/08/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MANNING, JERRY WAYNECEO AND FINANCIAL PRINCIPAL848596

Disclosures


Regulatory Event7
Arbitration1

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


TDI, INCORPORATED

CRD#: 30629

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