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.

Current firm

BENTHAM WEALTH ADVISORS

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

Jan 28, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 28, 2006

First registration

Nov 5, 2012

Dual registered

no

Other names

STEVEN D WITTER

IAPD individual key

5016923

• Occurred

  Aug 27, 2024
  Advisor changed firm

  Steven Donald Witter left Capital Analysts for Bentham Wealth Advisors (registered 2024-10-11)

  Form ADVobserved 6 days ago
• Occurred

  Aug 27, 2024
  Advisor changed firm

  Steven Donald Witter left Lincoln Investment for Capital Analysts (registered 2021-05-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b9124f4b-881b-75fd-36cf-e7457282c836

First observed

Nov 5, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.