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RIA / WealthAdvisorCertified Financial Planner36 years in industry

BENJAMIN HERSCHEL DEAN

Advisor at DEAN WEALTH MANAGEMENT, LLC

Tyler, TX | LINDALE, TX

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Search this name across graphsid dfx:ria:959ca59f-560c-7527-5db0-4a2cd91de954

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2002 to Sep 15, 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: DEAN WEALTH MANAGEMENT, LLC
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: Nov 22, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 22, 1989
First registration: Dec 16, 2002
Dual registered: no
Other names: BEN DEAN|BENJAMIN HERSHEL DEAN
IAPD individual key: 1985201

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
DEAN WEALTH MANAGEMENT, LLC	State registered	Oct 2, 2014	n/a	yes	LINDALE, TX\|Tyler, TX	Current employment
ONYX WEALTH ADVISORS, INC.	Former SEC adviser	Apr 22, 2008	Dec 31, 2013	no	DALLAS, TX	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Jan 17, 2007	Apr 23, 2008	no	DALLAS, TX	Previous registration
MOMENTUM INDEPENDENT NETWORK INC.	Bd affiliated wealth	Jan 3, 2003	Jan 4, 2007	no	DALLAS, TX\|DALLAS, TX	Previous registration
HILLTOP SECURITIES INC.	Bd affiliated wealth	Dec 16, 2002	Jan 3, 2007	no	DALLAS, TX\|DALLAS, 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
ONYX WEALTH ADVISORS, INC.	DEAN WEALTH MANAGEMENT, LLC	Dec 31, 2013	Oct 2, 2014	275	Firm change	Other
WFG ADVISORS, LP	ONYX WEALTH ADVISORS, INC.	Apr 23, 2008	Apr 22, 2008	-1	Firm change	Other
MOMENTUM INDEPENDENT NETWORK INC.	WFG ADVISORS, LP	Jan 4, 2007	Jan 17, 2007	13	Firm change	Other
HILLTOP SECURITIES INC.	MOMENTUM INDEPENDENT NETWORK INC.	Jan 3, 2007	Jan 3, 2003	-1,461	Firm change after gap	Other

Relationships

Registered with (5)

→ DEAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 2, 2014 to presentfactForm ADV
→ ONYX WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Apr 22, 2008 to Dec 31, 2013factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Jan 17, 2007 to Apr 23, 2008factForm ADV
→ MOMENTUM INDEPENDENT NETWORK INC.Registered adviserregistration: previous registration
Jan 3, 2003 to Jan 4, 2007factForm ADV
→ HILLTOP SECURITIES INC.Registered adviserregistration: previous registration
Dec 16, 2002 to Jan 3, 2007factForm ADV

Dated events

No dated event names this entity yet.