Debasish Banerjee (CRD# 1555979) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Brea, CA and has over 33 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ministry Partners Securities, LLC | Brea, CA | Jun 2010 - Current | 13 |
| Second Street Securities Inc. | Westlake Village, CA | Mar 2006 - Current | 18 |
| Bg Worldwide Securities, Inc. | Los Angeles, CA | Jul 2003 - Current | 20 |
| Great Pacific Securities | Costa Mesa, CA | Sep 1992 - Current | 31 |
| Rnd Compliance | Westlake Village, CA | Jan 1990 - Current | 34 |
| Opal Securities, Inc. | Woodland Hills, CA | Nov 2021 - Apr 2023 | 1 |
| Ebisu Securities | Woodland Hills, CA | Aug 2019 - Aug 2022 | 3 |
| Iris Trading, Inc. | Poulsbo, WA | Jan 2019 - Dec 2021 | 2 |
| Smbx Securities, LLC | Woodland Hills, CA | Oct 2020 - Sep 2021 | < 1 |
| Benefit Funding Services, LLC | Woodland Hills, CA | Sep 2003 - Nov 2020 | 17 |
| Tradezero America, Inc. | Los Angeles, CA | Feb 2016 - Apr 2020 | 4 |
| Brex Treasury LLC | San Francisco, CA | Nov 2018 - Sep 2019 | < 1 |
| Bd4ria, Inc. | Fort Worth, TX | Sep 2017 - Oct 2018 | 1 |
| Financial West Group | Westlake Village, CA | May 2017 - Aug 2018 | 1 |
| Liberty Associates, Inc. | New York, NY | Mar 2017 - May 2018 | 1 |
| True Colors Investing | Woodland Hills, CA | Jul 2011 - Nov 2017 | 6 |
| Montecito Advisors, Inc. | Santa Barbara, CA | Apr 2013 - Dec 2016 | 3 |
| Opus Financial Partners, LLC | Irvine, CA | Jun 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management18MILLIONS
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Total Number of Accounts169ACCOUNTS
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Average Account Value$106,143
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CA, ID, IL, OR, TX
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