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.

Current firm

ESI FINANCIAL ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Apr 29, 2021

First registration

May 21, 2021

Dual registered

no

Other names

Benny Perez|Benjamin Perez

IAPD individual key

7377924

• Occurred

  Jul 22, 2024
  Advisor changed firm

  Benjamin John Perez left Knights Of Columbus Asset Advisors Llc for Esi Financial Advisors (registered 2024-08-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:072b5551-6f8d-89a2-a05a-ded65407e1f7

First observed

May 21, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.