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Benedict P. Willis

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CRD#: 1261163
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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.

Benedict Patrick Willis, who also goes by Benedict Patrick Willis III, Benedict Patrick (iii) Willis, was a registered financial professional .

Benedict is a previously registered financial professional and started their career in finance in 2000. Benedict had worked at 10 firms and has passed the Series 63, SIE, Series 55, Series 87, Series 7, Series 14 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Benedict Patrick Willis Iii | Benedict Patrick (iii) Willis

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

May 14, 2014 - October 6, 2017

PSG EXECUTIONS, INC.

BD
CRD#: 119564
ENGLEWOOD CLIFFS, NJ
Past

April 1, 2014 - September 6, 2016

PRINCETON SECURITIES GROUP, LLC

BD
CRD#: 41233
NEW YORK, NY
Past

May 29, 2012 - March 31, 2014

TD PRIME SERVICES LLC

BD
CRD#: 1914
NEW YORK, NY
Past

June 7, 2011 - May 30, 2012

GREYWOLF EXECUTION PARTNERS, INC.

BD
CRD#: 147790
NEW YORK, NY
Past

November 2, 2009 - May 29, 2012

SSC NY CORP.

BD
CRD#: 29804
NEW YORK, NY
Past

June 12, 2008 - July 29, 2008

VDM TRADING, LLC

BD
CRD#: 137999
NEW YORK, NY
Past

April 21, 2008 - May 5, 2008

VDM TRADING, LLC

BD
CRD#: 137999
NEW YORK, NY
Past

February 5, 2007 - October 8, 2009

VDM INSTITUTIONAL BROKERAGE, LLC

BD
CRD#: 39022
NEW YORK, NY
Past

March 5, 2004 - January 31, 2007

PRIME EXECUTIONS, INC.

BD
CRD#: 32889
NEW YORK, NY
Past

February 10, 2004 - March 11, 2004

WILLIS, BENEDICT, PATRICK

BD
CRD#: 130599
NEW YORK, NY
Past

October 1, 2000 - February 18, 2004

SUNGARD GLOBAL EXECUTION SERVICES LLC

BD
CRD#: 43934
NEW YORK, NY

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: 4/20/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/25/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 5/24/2003
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


PE
PSG EXECUTIONS, INC.
PSG EXECUTIONS, INC.

CRD#: 119564 / SEC#: , 8-65194

BD
Terminated by SEC on 12/05/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/27/2001
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CIRILLO, ANTHONY NMNNON-VOTING SHAREHOLDER1245191
WILLIS, BENEDICT PATRICKCEO/CHIEF COMPLIANCE OFFICER1261163

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


PSG EXECUTIONS, INC.

CRD#: 119564

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