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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

FRANK IDREES

Advisor at WEALTH BENEFIT ADVISORS, LLC

HOUSTON, TX

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Search this name across graphsid dfx:ria:74a6d1d1-994b-1b70-b053-e0a3a5e4f461

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 3, 2002 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: WEALTH BENEFIT ADVISORS, LLC
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: Feb 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 1, 1991
First registration: Jul 3, 2002
Dual registered: yes, broker-dealer
Other names: FAROUK IDREES
IAPD individual key: 2115734

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
WEALTH BENEFIT ADVISORS, LLC	Independent wealth	Jun 30, 2022	n/a	yes	HOUSTON, TX	Current employment
GROVE POINT ADVISORS, LLC	Former SEC adviser	Apr 1, 2021	Jun 30, 2022	no	ROCKVILLE, MD\|ROCKVILLE, MD\|Houston, TX	Previous registration
GREENLEAF ADVISORS	Former SEC adviser	Jun 2, 2015	Sep 12, 2016	no	HOUSTON, TX\|RED BANK, NJ	Previous registration
H. BECK, INC.	Former SEC adviser	Mar 4, 2004	Apr 1, 2021	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jul 3, 2002	Mar 5, 2004	no	HOUSTON, TX	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
GROVE POINT ADVISORS, LLC	WEALTH BENEFIT ADVISORS, LLC	Jun 30, 2022	Jun 30, 2022	0	Firm change	Ibd to new firm
H. BECK, INC.	GREENLEAF ADVISORS	Apr 1, 2021	Jun 2, 2015	-2,130	Firm change after gap	Other
GREENLEAF ADVISORS	GROVE POINT ADVISORS, LLC	Sep 12, 2016	Apr 1, 2021	1,662	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	H. BECK, INC.	Mar 5, 2004	Mar 4, 2004	-1	Firm change	Other

Relationships

Registered with (5)

→ WEALTH BENEFIT ADVISORS, LLCRegistered adviserregistration: current employment
Jun 30, 2022 to presentfactForm ADV
→ GROVE POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2021 to Jun 30, 2022factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Mar 4, 2004 to Apr 1, 2021factForm ADV
→ GREENLEAF ADVISORSRegistered adviserregistration: previous registration
Jun 2, 2015 to Sep 12, 2016factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 3, 2002 to Mar 5, 2004factForm ADV

Dated events

Occurred
Jun 30, 2022
Advisor changed firm
Frank Idrees left Grove Point Advisors, Llc for Wealth Benefit Advisors, Llc (registered 2022-06-30)
Form ADVobserved 4 days ago