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Current Employers
Benedetti Wealth Advisors, Inc.

Mt. Juliet, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-08-06
  • TN RA
    APPROVED
    Since 2025-08-06

Branch Locations

Mt. Juliet, TN • United States

Benedetti Financial, Inc.

2151 S. College Dr Ste 101, Santa Maria, CA 93455 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TN RA APPROVED 2025-01-01
TX RA APPROVED 2014-04-07
  • CA RA
    APPROVED
    Since 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2014-04-07

Branch Locations

Mt. Juliet, TN • United States

2151 S. College Dr Ste 101, Santa Maria, CA 93455 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-07
  • S65 Uniform Investment Adviser Law Examination
    2014-04-07
Other Names
  • Christie L Schoening
  • Christie L Benedetti
  • Christie L Benedetti
  • Christie L Crabtree

View on SEC IAPD

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