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Current Employers
Benedict Financial Advisors, Inc.

6000 Lake Forrest Drive Suite 550, Atlanta, GA 30328-5901 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-03-01
  • GA RA
    APPROVED
    Since 2021-03-01

Branch Locations

6000 Lake Forrest Drive Suite 550, Atlanta, GA 30328 • 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
Lpl Financial, Llc (Formerly: Linsco Private Ledger) Atlanta GA 09/2000 Present
Charles Street Asset Management, Llc Atlanta GA 08/2016 Present
Benedict Financial Advisors, Inc. Atlanta GA 02/2021 Present
  • 09/2000 → Present
    Lpl Financial, Llc (Formerly: Linsco Private Ledger)
    Atlanta, GA
  • 08/2016 → Present
    Charles Street Asset Management, Llc
    Atlanta, GA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2012-06-15 → 2021-07-15
    Charles Street Asset Management, Llc
    Atlanta, GA
  • 2003-03-20 → 2007-10-22
    Charles Street Asset Management, Llc
    Marietta, GA
Other Businesses

1. 4/15/2021 - Benedict Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/31/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 4/19/2021 - Benedict Financial Advisors, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/31/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Benedict Financial Advisors, Inc, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-11
S63 Uniform Securities Agent State Law Examination 1995-05-02
  • S65 Uniform Investment Adviser Law Examination
    1995-05-11
  • S63 Uniform Securities Agent State Law Examination
    1995-05-02
Other Names
  • James Rocke Senkbeil

View on SEC IAPD

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