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423 Central Avenue, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Securities Corporation | Indianapolis | IN | 07/2008 | 12/2016 |
| Ross Sinclaire & Associates | Indianapolis | IN | 06/2017 | 06/2020 |
| Unemployed | Indianapolis | IN | 01/2017 | 06/2017 |
| Cincap Investment Group | Cincinnati | OH | 11/2020 | 07/2023 |
| Unemployed | Indianapolis | IN | 06/2020 | 11/2020 |
| Bernardi Securities, Inc. | Northfield | IL | 08/2023 | Present |
| Bernardi Asset Managment, Llc | Northfield | IL | 12/2023 | Present |
Bernardi Asset Management, LLC. - Vice President, Underwriter. This entity is an investment advisor firm and affiliate of Bernardi Securities. Inc. The entity is located at 423 Central Avenue, Northfield, IL 60093. Start date was December 2023. Time involvement is approximately 40 hours/week. Majority of time spent is during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
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