Clifford Blair Benjamin

Current Employers

Employment History

• 05/2006 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 03/2003 → 04/2024
  Summit Divorce Planning Llc
  Nashville, TN
• 05/2008 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Ft Lauderdale, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Ft Lauderdale, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fort Lauderdale, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fort Lauderdale, FL
• 01/2013 → Present
  Summit Business Valuation Associates
  Fort Lauderdale, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Ft Lauderdale, FL
  Nashville, TN
  Fort Lauderdale, FL
• 2008-06-09 → 2020-07-17
  Investacorp Advisory Services Inc
  Nashville, TN
  Nashville, TN
• 2003-10-09 → 2006-04-03
  On Investment Management Co
  Nashville, TN

Other Businesses

1. SOUND CREST FINANCIAL SERVICES, LLC POSITION: IAR. NATURE: Investment Advisory, with Osaic Wealth Inc. - DBA as Sound Crest Financial Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2006 ADDRESS: 1033 Demonbreun Street, Suite 300, Nashville TN 37203, United States DESCRIPTION: Locate and enroll suitable investors for Osaic Wealth Inc. advisory services. 2. SUMMIT BUSINESS VALUATION ASSOCIATES, LLC POSITION: President, and Certified Valuation Analyst NATURE: I am a Certified Valuation Analyst, with Summit Business Valuation Associates, LLC. I conduct business valuations. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2013 ADDRESS: 1033 Demonbreun Street, Suite 300, Nashville TN 37203, United States DESCRIPTION: I conduct business valuations, in family law, trust and estate planning, mergers and acquisitions. 3. SOUND CREST FINANCIAL SERVICES, LLC POSITION: Suitability assessment, sales and review NATURE: Insurance Producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2006 ADDRESS: 1033 Demonbreun Street, Suite 300, Nashville TN 37203, United States DESCRIPTION: Sell relevant insurance product, for estate planning, cash flow distributions (post spousal support termination), and business succession planning purposes. 4. SOUND CREST FINANCIAL SERVICES.LLC POSITION: Trustee- Oversee Advisory AccountPlatform. NATURE: Trustee- for my mom's Trust. I am the only child, with both of my parents dead. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2020 ADDRESS: 915 Middle River Drive, Suite #105, Fort Lauderdale FL 33304, United States DESCRIPTION: Trustee- an Individual given control or powers of administration of property in trust with legal obligation to administer it solely for the purposes specified. 5. SUMMIT BUSINESS VALUATION ASSOCIATES, LLC POSITION: President, CVA NATURE: Single member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 01/02/2013 ADDRESS: 915 Middle River Drive, Suite 105, Fort Lauderdale FL 33304, United States DESCRIPTION: As a Certified Business Valuation Analyst (NACVA membership #53358), I provide Business Valuation Services for small company owners. The company /sales/revenue range is typically $100,000.00 (one hundred thousand) to 10,000,000.00 (Ten million in sales).

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-06
• S63 Uniform Securities Agent State Law Examination
  2003-02-24