Phillip D. Benjamin

Current Employers

Employment History

• 03/2024 → Present
  Fidelity Investments
  Campbell, CA
• 06/2021 → 10/2021
  Geico
  Morgan Hill, CA
• 12/2022 → 03/2024
  Sunny Susanto State Farm
  San Jose, CA
• 06/2012 → 06/2021
  Aaa
  San Jose, CA
• 10/2021 → 11/2022
  Covered Insurance Solutions
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Gilroy, CA
  Campbell, CA
• 2005-07-13 → 2008-02-20
  Wells Fargo Investments, Llc
  Hollister, CA
  Gilroy, CA
  Carmel, CA
  Carmel, CA
  Hollister, CA
• 2004-10-20 → 2005-07-13
  Banc Of America Investment Services, Inc.
  San Jose, CA
• 2003-12-18 → 2004-10-20
  Quick & Reilly, Inc.
  San Jose, CA
• 1999-02-02 → 2003-12-17
  Morgan Stanley Dw Inc.
  San Jose, CA

Other Businesses

OBA-108384|OrgNmn:Phil Benjamin|Org Addr:Gilroy,California,US|OBA Nature:Musician|Invst Rel:N|Title:Sole Proprietor|Duties:Perform locally 3-5 times/month on weekends|StrtDt:09-01-85|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-10-08
• S65 Uniform Investment Adviser Law Examination
  1992-06-18
• S63 Uniform Securities Agent State Law Examination
  1992-06-12

Other Names

• Phillip Duncan Benjamin
• Phillip Benjamin
• Phillip D Benjamin