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Eric Eugene Macintosh

CRD# 4955452·Registered 2005 - 2019
Previously Registered: Being a previously registered professional could mean that Eric 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.

Professional Summary

Eric Eugene Macintosh was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 2005 - 2019. Eric had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

BIDMONI·CRD# 294921
RIA
Marshfield, MA
January 24, 2019 - August 1, 2019
EQUITABLE DISTRIBUTORS, LLC·CRD# 25900
BD
Jersey City, NJ
March 26, 2014 - October 26, 2017
EATON VANCE DISTRIBUTORS, INC.·CRD# 37731
BD
Boston, MA
February 20, 2013 - March 3, 2014
SUN LIFE FINANCIAL DISTRIBUTORS, INC.·CRD# 5496
BD
Boston, MA
December 7, 2010 - December 31, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Philadelphia, PA
June 14, 2005 - July 7, 2010

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Current Firm

BI
BIDMONI

BIDMONI | BIDMONI INC

CRD#: 294921 / SEC#: 801-113319

Contact Information

Main Address

6006 Hwy 63, Moss Point, MS 39563

Documents

Latest Form ADV

Part 2 Brochures

2020 06 02 BIDMONI FORM ADV PART 2 (6/2/2020)

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2013About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2013About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2005About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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