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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst19 years in industry

RICHARD CHRISTOPHER JAKOTOWICZ

Advisor at BENCHMARK FINANCIAL, LLC

WILMINGTON, DE

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Search this name across graphsid dfx:ria:b32c8b39-0fe0-2a85-3107-0cde3ea32049

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2007 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: BENCHMARK FINANCIAL, 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: Aug 7, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Aug 7, 2007
First registration: Aug 8, 2007
Dual registered: no
IAPD individual key: 4244055

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
BENCHMARK FINANCIAL, LLC	Independent wealth	Jun 25, 2018	n/a	yes	WILMINGTON, DE	Current employment
TFG WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 13, 2016	May 14, 2018	no	NEWTOWN, PA	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jan 28, 2014	Nov 23, 2015	no	ANAHEIM, CA\|Middletown, DE\|ANAHEIM, CA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Aug 8, 2007	Aug 28, 2008	no	Philadelphia, PA	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
TFG WEALTH MANAGEMENT, LLC	BENCHMARK FINANCIAL, LLC	May 14, 2018	Jun 25, 2018	42	Firm change	RIA to RIA
CENTAURUS FINANCIAL, INC.	TFG WEALTH MANAGEMENT, LLC	Nov 23, 2015	Jul 13, 2016	233	Firm change	Other
ADVICE AND PLANNING SERVICES	CENTAURUS FINANCIAL, INC.	Aug 28, 2008	Jan 28, 2014	1,979	Firm change after gap	Other

Relationships

Registered with (4)

→ BENCHMARK FINANCIAL, LLCRegistered adviserregistration: current employment
Jun 25, 2018 to presentfactForm ADV
→ TFG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 13, 2016 to May 14, 2018factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 28, 2014 to Nov 23, 2015factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 8, 2007 to Aug 28, 2008factForm ADV

Dated events

No dated event names this entity yet.