DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant23 years in industry

GREGORY PAUL BENNER

Advisor at VERTEX PARTNERS

DOWNERS GROVE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3737e2b4-2745-70fd-64a6-e8ff98deebe0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 8, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERTEX PARTNERS
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, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Jul 1, 2003
First registration: Jun 8, 2005
Dual registered: no
IAPD individual key: 4438329

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERTEX PARTNERS	Independent wealth	Mar 21, 2022	n/a	yes	DOWNERS GROVE, IL	Current employment
HIGHPOINT PLANNING PARTNERS	Independent wealth	Dec 17, 2021	Apr 29, 2022	no	Downers Grove, IL\|DOWNERS GROVE, IL	Previous registration
HIGHPOINT ADVISOR GROUP, LLC	Former SEC adviser	May 23, 2016	Dec 31, 2021	no	DOWNERS GROVE, IL\|Downers Grove, IL	Previous registration
HIGHPOINT ADVISOR GROUP, LLC	Former SEC adviser	Dec 11, 2015	Feb 10, 2016	no	DOWNERS GROVE, IL	Previous registration
REDWOOD FINANCIAL NETWORK	Independent wealth	Feb 28, 2012	Dec 15, 2016	no	NAPERVILLE, IL\|SKOKIE, IL\|SOLON, OH\|Downers Grove, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 8, 2011	Feb 4, 2019	no	SKOKIE, IL\|SOLON, OH\|DOWNERS GROVE, IL\|SKOKIE, IL\|DOWNERS GROVE, IL\|DOWNERS GROVE, IL\|DOWNERS GROVE, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 6, 2005	Jun 9, 2011	no	EVANSTON, IL\|CHICAGO, IL	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Jun 8, 2005	Jul 6, 2005	no	EVANSTON, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHPOINT PLANNING PARTNERS	VERTEX PARTNERS	Apr 29, 2022	Mar 21, 2022	-39	Firm change after gap	RIA to new firm
HIGHPOINT ADVISOR GROUP, LLC	HIGHPOINT PLANNING PARTNERS	Dec 31, 2021	Dec 17, 2021	-14	Bulk transfer	RIA to new firm
LPL FINANCIAL LLC	REDWOOD FINANCIAL NETWORK	Feb 4, 2019	Feb 28, 2012	-2,533	Firm change after gap	Other
REDWOOD FINANCIAL NETWORK	HIGHPOINT ADVISOR GROUP, LLC	Dec 15, 2016	Dec 11, 2015	-370	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	LPL FINANCIAL LLC	Jun 9, 2011	Jun 8, 2011	-1	Firm change	Other
BANC ONE SECURITIES CORPORATION	CHASE INVESTMENT SERVICES CORP.	Jul 6, 2005	Jul 6, 2005	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
316636:316839:IL:2022-04-29	Apr 29, 2022	Mar 21, 2022	DOWNERS GROVE, IL	Firm change after gap

Relationships

Registered with (7)

→ VERTEX PARTNERSRegistered adviserregistration: current employment
Mar 21, 2022 to presentfactForm ADV
→ HIGHPOINT PLANNING PARTNERSRegistered adviserregistration: previous registration
Dec 17, 2021 to Apr 29, 2022factForm ADV
→ HIGHPOINT ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
May 23, 2016 to Dec 31, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 8, 2011 to Feb 4, 2019factForm ADV
→ REDWOOD FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 28, 2012 to Dec 15, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 6, 2005 to Jun 9, 2011factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 8, 2005 to Jul 6, 2005factForm ADV

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
Gregory Paul Benner left Highpoint Planning Partners for Vertex Partners (registered 2022-03-21)
Form ADVobserved 5 days ago