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Richard Bensignor

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CRD#: 2346831
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 Bensignor was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1993. Richard had worked at 9 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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, 2019 - January 5, 2022

OLIVETREE FINANCIAL, LLC

BD
CRD#: 154026
NEW YORK, NY
Past

November 19, 2015 - July 25, 2016

KOYOTE TRADING LLC

BD
CRD#: 149672
NEW YORK, NY
Past

May 27, 2015 - November 25, 2015

R. F. LAFFERTY & CO., INC.

BD
CRD#: 2498
NEW YORK, NY
Past

August 8, 2012 - July 29, 2014

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
NEW YORK, NY
Past

October 25, 2011 - August 8, 2012

WELLS FARGO PRIME SERVICES, LLC

BD
CRD#: 133068
NEW YORK, NY
Past

December 2, 2010 - September 23, 2011

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

May 11, 2009 - December 2, 2010

ATLANTIC EQUITIES, LLC

BD
CRD#: 121669
GREENWICH, CT
Past

August 22, 2000 - May 8, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

May 31, 1995 - April 11, 1997

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

September 10, 1993 - November 9, 1993

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, 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: 12/4/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OF
OLIVETREE FINANCIAL, LLC
OLIVETREE FINANCIAL, LLC | OLIVETREE USA, LLC

CRD#: 154026 / SEC#: , 8-68603

BD
Terminated by SEC on 02/21/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/15/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OLIVETREE GROUP LIMITEDSHAREHOLDER/ MEMBER
KUTNER, DARYN MICHAELCEO & CCO5279440
KUTNER, DARYN MICHAELEXECUTIVE CHAIRMAN AND FOUNDER5279440

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


OLIVETREE FINANCIAL, LLC

CRD#: 154026

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