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

LOCK WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

May 28, 2020

First registration

May 2, 2023

Dual registered

no

IAPD individual key

6588652

• Occurred

  Mar 25, 2026
  Advisor departed, no destination yet

  Benjamin John Loughery no longer registered at Boldin Advisors; no later IA registration on IAPD

  Form ADVobserved 4 days ago
• Occurred

  Sep 4, 2024
  Advisor changed firm

  Benjamin John Loughery left Invesco Advisers, Inc. for Lock Wealth Management (registered 2024-11-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4dd03a0a-9a65-5cff-5d17-ca2772adb2c8

First observed

May 2, 2023

Last observed

Sep 14, 2026 5 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.