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Eric Benvenuto Salvio

Spc

Costa Mesa, CA

CRD 2562072

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Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-01-09
  • CA RA
    APPROVED
    Since 2014-01-09

Branch Locations

P.O Box 12318, Costa Mesa, CA 92627 • 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
Parkland Securities, Llc Ann Arbor MI 08/2014 Present
  • 08/2014 → Present
    Parkland Securities, Llc
    Ann Arbor, MI
Previous Registrations
  • 2013-01-04 → 2013-10-14
    Irvine, CA
Other Businesses

1. INDEPENDENT INSURANCE AGENT FOR LIFE, HEALTH AND ANNUITIES. 2. EBS Tax Services, Lake Forest, CA. Enrolled Agent - individual and corporate tax returns preparation. Start date: 1/31/17, approx. 10 hrs/mo year round and 60 hrs/mo during tax season, none during mkt hrs. 3. Receive income from residential rental property, co-owned with spouse, in Costa Mesa, CA. Duties include property management, approx. 5 hrs/mo with none during mkt hrs. INV REL: N 4. DBA - EBS Financial Services, Lake Forest, CA. Offering financial services through Parkland Securities LLC and SPC. Start date: 9/27/23, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-13
S63 Uniform Securities Agent State Law Examination 1994-12-02
  • S65 Uniform Investment Adviser Law Examination
    2011-09-13
  • S63 Uniform Securities Agent State Law Examination
    1994-12-02

View on SEC IAPD

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