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Mt. Juliet, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-06 |
Branch Locations
2151 S. College Dr Ste 101, Santa Maria, CA 93455 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2014-04-07 |
Branch Locations
Mt. Juliet, TN • United States
2151 S. College Dr Ste 101, Santa Maria, CA 93455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benedetti Financial, Inc. | Mt. Juliet | TN | 04/2014 | Present |
| Christie Benedetti | Mt. Juliet | TN | 04/2014 | Present |
| Benedetti & Associates, Cpa, Inc. | Santa Maria | CA | 02/2006 | 05/2018 |
| Benedetti Wealth Advisors, Inc. | Mt. Juliet | TN | 05/2025 | Present |
1. Christie Benedetti; not investment related; 598 N. Greenhill Rd., Mt. Juliet, TN, 37122); no hours devoted to this business; Insurance Agent; 2008; no hours devoted during securities trading; insurance commissions on previous sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-07 |
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