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Marion D. Benedict

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CRD#: 2362830
MB

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.

Marion Dwaine Benedict, who also goes by Dwaine Benedict, was a registered financial professional .

Marion is a previously registered financial professional and started their career in finance in 1993. Marion had worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dwaine Benedict

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 16, 2013 - December 31, 2018

SPC

RIA
CRD#: 110692
DALLAS, TX
Past

May 16, 2013 - December 31, 2018

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
Allen, TX
Past

August 20, 2012 - May 17, 2013

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
PLANO, TX
Past

August 17, 2012 - June 3, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
PLANO, TX
Past

May 26, 2011 - August 20, 2012

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
PLANO, TX
Past

May 2, 2011 - July 20, 2012

PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.

RIA
CRD#: 155820
PLANO, TX
Past

April 11, 2011 - May 4, 2011

BEST DIRECT SECURITIES, LLC

BD
CRD#: 146053
CEDAR FALLS, IA
Past

November 5, 2010 - May 2, 2011

CONCORDIUS CAPITAL ADVISORS

RIA
CRD#: 142852
PLANO, TX
Past

July 9, 2010 - November 5, 2010

BREWER INVESTMENT ADVISORS LLC

RIA
CRD#: 134631
CHICAGO, IL
Past

July 9, 2010 - November 5, 2010

BREWER FINANCIAL SERVICES, LLC

BD
CRD#: 132558
PLANO, TX
Past

July 29, 2002 - July 15, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RICHARDSON, TX
Past

July 10, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 10, 2001 - July 15, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
RICHARDSON, TX
Past

August 22, 1997 - December 31, 2000

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX
Past

June 24, 1993 - September 26, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 24, 1993 - September 26, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)

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
IAR
Series 65
Date: 7/23/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SPC FORM ADV WRAP FEE PROGRAM BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts26,544
AUM (Assets Under Management)$ 5,655,661,675

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


SPC

CRD#: 110692

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