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BB

Benjamin Borchardt

CARNES CAPITAL
Naples, FL 34108-7512
Some features on this profile are disabled
CRD#: 6966462
BB

Professional summary


Benjamin Borchardt, who also goes by Ben Borchardt, Benjamin William Borchardt, is a registered financial professional currently at CARNES CAPITAL CORPORATION located in Naples, Florida.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2018. Benjamin has worked at 3 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ben Borchardt | Benjamin William Borchardt

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 Benjamin Borchardt'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

April 13, 2023 - Present

CARNES CAPITAL CORPORATION

Office #1: 8889 Pelican Bay Boulevard, Suite 500, Naples, FL 34108-7512
BD
CRD#: 16187
Naples, FL
Past

October 12, 2020 - July 19, 2021

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NAPLES, FL
Past

August 3, 2018 - July 9, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Minneapolis, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/5/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CARNES CAPITAL CORPORATION
CARNES CAPITAL CORPORATION | PERKINS, SMITH INCORPORATED | MOUNT VERNON SECURITIES, INC.

CRD#: 16187 / SEC#: , 8-33443

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


Main Address
8889 Pelican Bay Boulevard, Suite 500, Naples, FL 34108-7512
Mailing Address
8889 Pelican Bay Boulevard, Suite 500, Naples, FL 34108-7512
Phone number
(239) 254-2500
Established
Florida since 10/05/1984
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (47 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#
PELICAN BAY HOLDINGS, LLCSOLE MEMBER
ATKINS, CHAD DAMERONGENERAL COUNSEL
CHEEVER, JOHN FRANCISFINOP/CFO/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER5066835
JANOYAN, JANO PANOSCHIEF EXECUTIVE OFFICER2627238
MORRISON, MICHAEL ROBERTCHIEF COMPLIANCE OFFICER5440888

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


CARNES CAPITAL CORPORATION

CRD#: 16187Naples, FL 34108-7512

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