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Michael P. Bezdek

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CRD#: 2637625
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.

Michael Paul Bezdek, who also goes by Mike Bezdek, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1995. Michael had worked at 10 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Bezdek

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

June 7, 2013 - July 31, 2013

OSAGE INVESTMENTS, INC.

BD
CRD#: 118539
BOCA RATON, FL
Past

April 21, 2009 - October 11, 2012

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
DALLAS, TX
Past

June 6, 2008 - April 23, 2009

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
ADDISON, TX
Past

May 2, 2007 - June 10, 2008

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

February 16, 2005 - May 9, 2005

BARRON MOORE, INC.

BD
CRD#: 123521
DALLAS, TX
Past

October 27, 2003 - February 16, 2005

SOUTHWEST TEXAS CAPITAL, L.L.C

RIA
CRD#: 104200
PLANO, TX
Past

October 27, 2003 - February 16, 2005

SOUTHWEST TEXAS CAPITAL, L.L.C

BD
CRD#: 104200
PLANO, TX
Past

September 10, 2003 - December 4, 2003

QUICK & REILLY, INC.

RIA
CRD#: 11217
DALLAS, TX
Past

September 10, 2003 - December 4, 2003

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

August 13, 2003 - August 28, 2003

SOUTHWEST TEXAS CAPITAL, L.L.C

BD
CRD#: 104200
PLANO, TX
Past

June 11, 2002 - February 24, 2003

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
PLANO, TX
Past

March 2, 1998 - February 24, 2003

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

September 26, 1995 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX

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: 4/2/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 7/23/2001
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


OI
OSAGE INVESTMENTS, INC.
OSAGE INVESTMENTS, INC. | RA BENCH SECURITIES, INC. | RA BENCH

CRD#: 118539 / SEC#: , 8-53669

BD
Terminated by SEC on 09/27/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 09/17/2001
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OSAGE NATIONAL, LLCOWNER
MATTHAI, JON CARLCCO1819686
MORRISETT, MICHAEL RAYCEO & PRESIDENT1565583
WATSON, NATALIA TOVARFINOP4782735

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


OSAGE INVESTMENTS, INC.

CRD#: 118539

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