Edward R. Cofrancesco
Professional summary
Edward Richard Cofrancesco, who also goes by Edco Cofrancesco, Edward Richard Cofrancesco Jr, is a registered financial professional currently at INTERNATIONAL ASSETS ADVISORY, LLC located in Orlando, Florida and PRIMUS FINANCIAL SERVICES, LLC located in Orlando, Florida.
Edward is registered as a RR (Registered Representative) and started their career in finance in 1992. Edward has worked at 8 firms and has passed the Series 63, Series 99TO, Series 72, Series 57TO, SIE, Series 55, Series 7, Series 10, Series 9, Series 4, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Edward Richard Cofrancesco's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 18, 2006 - Present
INTERNATIONAL ASSETS ADVISORY, LLC
Office #1: 111 North Orange Ave. Suite 1000, Orlando, FL 32801September 20, 2021 - Present
PRIMUS FINANCIAL SERVICES, LLC
Office #1: 111 North Orange Avenue Suite 1000, Orlando, FL 32801Office #2: 111 N. Orange Avenue Suite 1000, Orlando, FL 32801April 2, 2013 - December 10, 2014
IAA FINANCIAL LLC
July 16, 2008 - January 12, 2009
FIVE X SECURITIES, LLC
August 20, 2001 - April 1, 2005
STONEX FINANCIAL INC.
December 22, 2000 - November 12, 2001
INTERNATIONAL ASSETS ADVISORY, LLC
March 7, 2000 - January 12, 2001
LEHMAN BROTHERS INC.
March 12, 1994 - March 13, 2000
RAYMOND JAMES & ASSOCIATES, INC.
December 2, 1992 - July 23, 1993
DISCOUNT CORPORATION OF NEW YORK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/4/2016)
(3/13/2006)
(7/12/2016)
(5/31/2016)
(4/18/2018)
(1/18/2006)
(4/4/2016)
(3/2/2007)
(2/18/2011)
(3/2/2007)
(1/12/2018)
(10/5/2016)
(3/16/2017)
(4/4/2016)
(4/4/2016)
(4/4/2016)
(4/4/2016)
(7/14/2010)
(7/12/2016)
(4/4/2016)
(3/2/2007)
(4/4/2016)
(4/4/2016)
(4/4/2016)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 72
Date: 1/2/2023
Government Securities Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 1/5/2001
Limited Representative-Equity Trader ExamSeries 8
Date: 8/27/1997
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
PRIMUS FINANCIAL SERVICES, LLC
CRD#: 307060 / SEC#: , 8-70491
Contact information
FINRA licenses (21 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PECUNIA MANAGEMENT, LLC | OWNER | |
| COFRANCESCO, EDWARD RICHARD | CEO | 2305035 |
| HARRIS, KEVIN ANDRE | FINOP | 7061906 |
| LAMPMAN, MATTHEW EDWARD | PRESIDENT | 6132493 |
| MOORE, ANN KATHERINE | CHIEF BUSINESS DEVELOPMENT OFFICER | 5535928 |
| NICHOLSON, MYRA PEARLE | CHIEF LEGAL OFFICER, CHIEF RISK OFFICER | 2740029 |
| WEINBERGER, DAVID S | CHIEF FINANCIAL OFFICER, CHIEF REGULATORY OFFICER | 2676116 |
| WEISS, RICHARD JAY | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 2523174 |
Red Flags
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