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RB

Richard W. Bennett

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CRD#: 18380
RB

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.

Richard William Bennett, who also goes by Richard Henry Bennett, Richard W Bennett, Richard Henry Benotti, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1969. Richard had worked at 10 firms and has passed the Series 63, Series 55, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Henry Bennett | Richard W Bennett | Richard Henry Benotti

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

November 26, 2012 - January 30, 2014

MKM PARTNERS LLC

BD
CRD#: 114666
RED BANK, NJ
Past

September 6, 2005 - November 19, 2012

ROCHDALE SECURITIES LLC

BD
CRD#: 6863
WELLINGTON, FL
Past

March 20, 2003 - September 7, 2005

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

October 29, 1985 - March 24, 2003

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
NEW YORK, NY
Past

November 20, 1984 - July 5, 1985

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 22, 1977 - March 23, 1984

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 17, 1976 - November 22, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

June 10, 1975 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

March 24, 1975 - June 6, 1975

BERNARD HEROLD & CO., INC.

BD
CRD#: 6193
Past

April 11, 1972 - July 18, 1975

MONNESS, WILLIAMS & SIDEL

BD
CRD#: 3012
Past

April 15, 1969 - April 13, 1972

HEROLD KASTOR & GERALD INCORPORATED

BD
CRD#: 1000002

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: 4/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/11/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 1
Date: 4/11/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


MP
MKM PARTNERS LLC
AXE & CO. LLC | MKM PARTNERS LLC

CRD#: 114666 / SEC#: , 8-53436

BD
Terminated by SEC on 04/24/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 11/30/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROTH CAPITAL PARTNERS, LLC100% OWNER15407
MESSINA, STEVEN LOUISCO-FOUNDER, CO-CHAIRMAN, CCO1632057

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


MKM PARTNERS LLC

CRD#: 114666

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