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EB

Edward A. Bernabeo

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CRD#: 2182162
EB

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.

Edward Anthony Bernabeo JR, who also goes by Eddie Bernabeo, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1992. Edward had worked at 14 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eddie Bernabeo

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

August 13, 2014 - September 14, 2015

SPENCER EDWARDS, INC.

BD
CRD#: 22067
CENTENNIAL, CO
Past

February 1, 2012 - November 6, 2012

BCC ADVISORY SERVICES, LLC

BD
CRD#: 143642
NEWPORT BEACH, CA
Past

February 23, 2009 - July 11, 2011

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
NEWPORT BEACH, CA
Past

August 13, 2007 - February 1, 2008

BROKERSXPRESS LLC

BD
CRD#: 127081
ALISO VIEJO, CA
Past

September 27, 2004 - September 7, 2005

TRANSCEND CAPITAL

BD
CRD#: 104483
AUSTIN, TX
Past

March 3, 2003 - October 2, 2003

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

October 7, 2002 - March 3, 2003

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

August 9, 2000 - September 27, 2001

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

July 13, 2000 - May 30, 2002

KERSHNER TRADING GROUP, LLC

BD
CRD#: 16908
AUSTIN, TX
Past

May 9, 2000 - August 11, 2000

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
AUSTIN, TX
Past

August 10, 1998 - May 25, 2000

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

May 29, 1996 - August 15, 1996

BLOCK TRADING INC.

BD
CRD#: 36666
HOUSTON, TX
Past

January 15, 1994 - November 7, 1995

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

January 13, 1993 - December 22, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 30, 1992 - January 7, 1993

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/11/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/17/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


SE
SPENCER EDWARDS, INC.
EMERALD SECURITIES, INC. | WORLD SECURITIES CORPORATION | SPENCER EDWARDS, INC.

CRD#: 22067 / SEC#: , 8-39511

BD
Terminated by SEC on 03/01/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 10/22/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRIMARC HOLDING CORP.PARENT COMPANY
FLEMMING, DONNA JEANCHIEF FINANCIAL OFFICER/FINOP1791388
FLEMMING, DONNA JEANPRESIDENT, CHIEF EXECUTIVE OFFICER1791388
KASZYCKI, JOHN EDWARDCHIEF COMPLIANCE OFFICER264844
RICHARDSON, THOMAS CRAIGMANAGER OF TRADING867402

Disclosures


Regulatory Event18
Arbitration2

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


SPENCER EDWARDS, INC.

CRD#: 22067

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