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Advisor at BENCHMARK WEALTH MANAGEMENT
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BENCHMARK WEALTH MANAGEMENT | Independent wealth | Jun 10, 2025 | n/a | yes | CINCINNATI, OH | Current employment |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Jan 9, 2006 | Dec 23, 2020 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIFTH THIRD SECURITIES, INC. | BENCHMARK WEALTH MANAGEMENT | Dec 23, 2020 | Jun 10, 2025 | 1,630 | Firm change after gap | Ibd to RIA |