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EW

Edward W. Weingartner

1031 SECURITIES
FRANKLIN, MI
Some features on this profile are disabled
CRD#: 5476762
EW

Professional summary

Edward William Weingartner, who also goes by Edward William Weingartner III, is a registered financial professional currently at 1031 SECURITIES INC. located in Franklin, Michigan.

Edward is registered as a RR (Registered Representative) and started their career in finance in 2008. Edward has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Edward William Weingartner Iii

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) - BD

Click below to view Edward William Weingartner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

November 22, 2024 - Present

1031 SECURITIES INC.

BD
CRD#: 326590
FRANKLIN, MI
Past

October 16, 2018 - October 14, 2020

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

December 16, 2015 - September 20, 2018

AUGUSTAR DISTRIBUTORS, INC.

BD
CRD#: 41081
CINCINNATI, OH
Past

February 28, 2008 - September 1, 2015

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

February 5, 2008 - March 31, 2008

CENTURION SECURITIES L.L.C.

BD
CRD#: 120419
NEW YORK, 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: 3/20/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/20/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/4/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

1S
1031 SECURITIES INC.
1031 SECURITIES INC. | 1031 SECURITIES, LLC

CRD#: 326590 / SEC#: , 8-71095

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
25300 West 13 Mile Rd, Franklin, MI 48025
Mailing Address
25300 West 13 Mile Rd, Franklin, MI 48025
Phone number
(248) 761-6027
Established
Michigan since 03/27/2023
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (31 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WALSH, WILLIAM FRANCISCEO/CCO2276055
1031 SECURITIES INC. - QES PEP MEMBERSHAREHOLDER
RYAN, KIMBERLY ANNFINOP/POO/PFO4316310

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

1031 SECURITIES INC.

CRD#: 326590Franklin, MI

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