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Advisor at BENEFIT FIDUCIARY GROUP LLC
RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BENEFIT FIDUCIARY GROUP LLC | Institutional manager | Nov 18, 2020 | n/a | yes | RICHMOND, VA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | May 5, 2016 | Dec 5, 2019 | no | RICHMOND, VA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Aug 27, 2014 | Sep 22, 2016 | no | RICHMOND, VA|AUSTIN, TX|RICHMOND, VA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Sep 24, 2011 | Aug 29, 2014 | no | SAN RAFAEL, CA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | BENEFIT FIDUCIARY GROUP LLC | Dec 5, 2019 | Nov 18, 2020 | 349 | Firm change | Other |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | May 5, 2016 | -140 | Bulk transfer | Other |
| FINANCIAL TELESIS, INC. | NFP ADVISOR SERVICES, LLC | Aug 29, 2014 | Aug 27, 2014 | -2 | Firm change | Other |