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CI

Charles E. Irwin

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CRD#: 4048459
CI

Professional summary


Charles Edwin Irwin was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Charles is a previously registered financial advisor and started their career in finance in 1999. Prior to being barred, Charles had worked at 6 firms, which includes MUTUAL TRUST COMPANY OF AMERICA SECURITIES, BRUNDYN SECURITIES INC., FREEDOM CAPITAL ADVISORS LLC, LP ADVISORS INC., GEEK SECURITIES INC., EMPIRE FINANCIAL GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles E Irwin

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

March 14, 2006 - April 10, 2006

MUTUAL TRUST COMPANY OF AMERICA SECURITIES

BD
CRD#: 8494
ST. PETERSBURG, FL
Past

February 10, 2004 - April 30, 2004

BRUNDYN SECURITIES INC.

BD
CRD#: 124493
ARLINGTON, TX
Past

May 14, 2003 - December 9, 2003

FREEDOM CAPITAL ADVISORS, LLC

RIA
CRD#: 120543
NEW YORK, NY
Past

January 17, 2003 - May 22, 2003

LP ADVISORS, INC.

RIA
CRD#: 114737
NEW YORK, NY
Past

July 27, 2001 - March 13, 2002

GEEK SECURITIES, INC.

BD
CRD#: 14834
BOCA RATON, FL
Past

November 3, 1999 - January 8, 2001

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL

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: 6/6/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MT
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
FIRST DISCOUNT SECURITIES CORP. | MUTUAL TRUST COMPANY OF AMERICA SECURITIES | MUTUAL TRUST COMPANY OF AMERICA | MUTUAL TRUST CO. OF AMERICA SECURITIES | FIRST FEDERAL SECURITIES, INC.

CRD#: 8494 / SEC#: , 8-25547

BD
Terminated by SEC on 12/13/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/24/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANDES, JED EPRESIDENT722806
BANDES, JED ECHIEF COMPLIANCE OFFICER722806

Disclosures


Regulatory Event5

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


MUTUAL TRUST COMPANY OF AMERICA SECURITIES

CRD#: 8494

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