MB
Michael Bienstock
AMERICAN INDEPENDENT SECURITIES GROUP
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 2234694
MB
Professional summary
Michael Bienstock, who also goes by Michael Beinstock, is a registered financial advisor currently at AMERICAN INDEPENDENT SECURITIES GROUP, LLC located in Irvine, California and SEMAPHORE INVESTMENTS located in Irvine, California.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 51, Series 4, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Beinstock
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.
1)SEMAPHORE Insurance Solutions, LLC, INSURANCE AND NON-FINANCIAL CONSULTING 2) SEMAPHORE TAX & BUSINESS SOLUTIONS - TAX PLANNING & FILING 3)SEMAPHORE INVESTMENTS- RIA AFFILIATED W/AISG FOR FINANCIAL PLANNING 4)SEMAPHORE BRAND SOLUTIONS, INC. 16420 BAKE PARKWAY IRVINE, CA 92618. MATCH NEW MEDIA TALENT WITH BRANDS. NOT INVESTMENT RELATED. COO - OPERATIONS RELATED. OWNER. 10HRS/WEEK. START JAN 2015. 5)Semaphore Premier Licensing LLC. Not investment related. 7200S Alton Way Ste A190, Centennial, CO 80112, ATTN: Nate Higgins, co-Owner. Connects new media talent and influencers with product licensing opportunities. Start date 2//24/21. 8 hours per month, none during trading hours. No known conflicts of interest. Max 20% income. 6) Rental Home-lease out personally owned house, not investment related, 214 Lantern Lane, starting 7/1/2008, with 0 hrs/ month devoted to business and 0 during securities trading hours. 7) M-Squared, 0 hours during trading hours or / month, will receive compensation when note is paid. 8) South County Investors, LLC with Joe Craciun , Commercial prop Management with 1 hour /mo not during trading hrs, 16420 Bake Parkway - Rents space out to 2-4 tenants.with no conflicts of interest. 9) Semaphore Syndication, with Nate Higgins, Consulting Services, 4 hrs/mo with 0/ trading hours, Takes talent YouTube videos and reformats them for Facebook and posts to Facebook for purposes of earning Ad Revenue.1/1/2021 start date. 10) Syndication Operations llc, with Nate Higgins, Consulting Services, This is simply the operating company that holds the staff and pays the operating costs of Semaphore Syndication. 4 hrs/mo with 0 during trading hrs. 1/1/2021 start date.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Bienstock's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Michael Bienstock's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 11, 2008 - Present
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Office #1: 16420 Bake Parkway, Irvine, CA 92618RIA
BD
CRD#: 135288
Irvine, CA
Current
April 26, 2011 - Present
SEMAPHORE INVESTMENTS
Office #1: 16420 Bake Parkway, Irvine, CA 92618RIA
CRD#: 124965
Irvine, CA
Current
April 11, 2008 - Present
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Office #1: 16420 Bake Parkway, Irvine, CA 92618RIA
BD
CRD#: 135288
Irvine, CA
Past
May 23, 2003 - December 31, 2010
SEMAPHORE INVESTMENTS
RIA
CRD#: 124965
IRVINE, CA
Past
February 19, 1999 - April 9, 2008
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
IRVINE, CA
Past
September 2, 1997 - April 9, 2008
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
IRVINE, CA
Past
May 1, 1992 - November 5, 1997
NEWPORT COAST SECURITIES, INC.
BD
CRD#: 16944
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD#: 135288 / SEC#: 801-69138, 8-66905
RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/21/2008)
RR
California(4/11/2008)
IAR
California(4/11/2008)
RR
Connecticut(7/16/2025)
RR
Florida(4/11/2008)
RR
Georgia(9/19/2013)
RR
Hawaii(9/20/2021)
RR
Idaho(1/5/2017)
RR
Michigan(7/24/2025)
RR
Nevada(4/11/2008)
RR
New Hampshire(11/19/2020)
RR
New Jersey(11/21/2008)
RR
New York(4/11/2008)
RR
North Carolina(1/5/2016)
RR
Pennsylvania(8/23/2017)
RR
Tennessee(12/1/2022)
RR
Texas(1/2/2014)
RR
Utah(11/21/2008)
RR
Washington(4/15/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD#: 135288 / SEC#: 801-69138, 8-66905
RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
664 S Rivershore Lane Suite 150, Eagle, ID 83616
Mailing Address
Po Box 579, Eagle, ID 83616
Phone number
(208) 489-3131
Established
Idaho since 12/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
34
SEC notice filing (49 States and Territories)
FINRA licenses (50 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 2,987 |
| AUM (Assets Under Management) | $ 604,888,609 |
Disclosures
| Regulatory Event | 1 |
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.
