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Inactive

Franklin Arthur Banfer

Schorn Wealth

Englewood, FL

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Current Employers
Schorn Wealth

33 South Indiana Avenue, Englewood, FL 34223 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-26
  • FL RA
    APPROVED
    Since 2023-01-26

Branch Locations

33 South Indiana Avenue, Englewood, FL 34223 • 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
Cadaret, Grant & Co., Inc. Johnstown PA 10/1988 05/2022
Franklin A. Banfer, Cfp Johnstown PA 03/2002 Present
Fiduciary Planning Llc Englewood FL 05/2022 Present
  • 10/1988 → 05/2022
    Cadaret, Grant & Co., Inc.
    Johnstown, PA
  • 03/2002 → Present
    Franklin A. Banfer, Cfp
    Johnstown, PA
  • 05/2022 → Present
    Fiduciary Planning Llc
    Englewood, FL
Previous Registrations
  • 2007-02-23 → 2022-05-10
    Cadaret, Grant & Co., Inc.
    Johnstown, PA
    Syracuse, NY
    Syracuse, NY
Other Businesses

1) 100% OWNER OF OFFICE BUILDING LOCATED AT 139 CLINTON ST, JOHNSTOWN, PA, START 8/98, 0% OF TIME DEVOTED TO ACTIVITY, NON-INVESTMENT RELATED; .

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-26
S63 Uniform Securities Agent State Law Examination 1985-11-27
  • S65 Uniform Investment Adviser Law Examination
    1999-08-26
  • S63 Uniform Securities Agent State Law Examination
    1985-11-27
Designations
Other Names
  • Tiger Banfer
  • Franklin Arthur Ii Banfer

View on SEC IAPD

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HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

RONALD JAMES ANNO
Thomas Schorn
Valerie Teresa Wagner
RYAN JEFFERY GUTTRIDGE
RONALD ADEN SMITH
Gary Hirschy
BRYAN C DOMIAN
Davis Masella

Other Offices

AE WEALTH MANAGEMENT, LLC · Englewood, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Englewood, FL
J.P. MORGAN SECURITIES LLC · ENGLEWOOD, FL
HORNOR, TOWNSEND & KENT, LLC · Englewood, FL
EDWARD JONES · ENGLEWOOD, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Englewood, FL
OSAIC WEALTH, INC. · ENGLEWOOD, FL
WELLS FARGO CLEARING SERVICES, LLC · ENGLEWOOD, FL

More in Englewood, FL

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