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Data Factory

RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

DVB PRIVATE WEALTH

DVB PRIVATE WEALTH LLC, CRD 341684

HARRISBURG, PA

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:62fa8f46-e4b0-300d-1343-4ea30da6072e

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 23, 2026 to Jun 23, 2026
1 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Private Advisor Group, LLC (Harrisburg, PA) for DVB Private Wealth on the same day

Dated 2026-09-08 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

DVB PRIVATE WEALTH · destination firm

Advisor Recruiting IntelligenceSep 8, 2026 · seen 5 days ago

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

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-06-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 7
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-136547
CRD: 341684
Filings on the tape: 1
First filed: Jun 23, 2026
Latest filed: Jun 23, 2026
Organised: Limited Liability Company, PA
Website: dvbprivatewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL BENKOVIC	Certified Financial Planner	HARRISBURG, PA	0	21	3	no
JASON VELENCIA	Certified Financial Planner	HARRISBURG, PA	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENKOVIC, MICHAEL	Ceo	Na	yes	06/2026	Jun 23, 2026	Jun 23, 2026
DVB FINANCIAL LLC	MANAGING MEMBER	E	yes	07/2014	Jun 23, 2026	Jun 23, 2026
HOCH, JUSTINE, LAURREN	CCO / CLIENT RELATIONSHIP MANAGER	Na	yes	04/2026	Jun 23, 2026	Jun 23, 2026
VELENCIA, JASON	Coo	Na	yes	06/2026	Jun 23, 2026	Jun 23, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	2	0	0	2	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRIVATE ADVISOR GROUP, LLC	2	Sep 8, 2026	Aug 21, 2026	YORK, PA	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (2)

← MICHAEL BENKOVICAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← JASON VELENCIAAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV

Controls (4)

← HOCH, JUSTINE, LAURRENOwnerCCO / CLIENT RELATIONSHIP MANAGER, ownership code NA, individual
Jun 23, 2026 to presentfactForm ADV
← BENKOVIC, MICHAELOwnerCEO, ownership code NA, individual
Jun 23, 2026 to presentfactForm ADV
← DVB FINANCIAL LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 23, 2026 to presentfactForm ADV
← VELENCIA, JASONOwnerCOO, ownership code NA, individual
Jun 23, 2026 to presentfactForm ADV

Moved with (1)

← PRIVATE ADVISOR GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Sep 8, 2026 to Aug 21, 2026factForm ADV

Dated events

Occurred
Sep 8, 2026
Team lift-out
2 advisors left Private Advisor Group, LLC (Harrisburg, PA) for DVB Private Wealth on the same day
Form ADVobserved 5 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62fa8f46-e4b0-300d-1343-4ea30da6072e
First observed: Jun 23, 2026
Last observed: Jun 23, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds 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.

DVB PRIVATE WEALTH

DVB PRIVATE WEALTH LLC, CRD 341684

HARRISBURG, PA

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:62fa8f46-e4b0-300d-1343-4ea30da6072e

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL BENKOVIC

Certified Financial Planner

HARRISBURG, PA

JASON VELENCIA

Certified Financial Planner

HARRISBURG, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENKOVIC, MICHAEL

Ceo

yes

06/2026

Jun 23, 2026

DVB FINANCIAL LLC

MANAGING MEMBER

yes

07/2014

Jun 23, 2026

HOCH, JUSTINE, LAURREN

CCO / CLIENT RELATIONSHIP MANAGER

yes

04/2026

Jun 23, 2026

VELENCIA, JASON

Coo

yes

06/2026

Jun 23, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRIVATE ADVISOR GROUP, LLC

Sep 8, 2026

Aug 21, 2026

YORK, PA

Team lift out

Ibd to new firm

0.2%