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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

PAUL BENSON MARKS

Advisor at TRUEWEALTH ADVISORS, LLC

HOOVER, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cf8508dd-b7a7-7d76-d60b-8a5ca6abe35e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 22, 2005 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: TRUEWEALTH 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: Mar 22, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 22, 2005
First registration: Jun 22, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4948330

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
TRUEWEALTH ADVISORS, LLC	Independent wealth	Feb 2, 2019	n/a	yes	HOOVER, AL	Current employment
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Apr 3, 2009	Jan 31, 2019	no	Birmingham, AL\|Birmingham, AL\|BIRMINGHAM, AL\|Montgomery, AL	Previous registration
WEALTHSPIRE ADVISORS	Former SEC adviser	Jun 23, 2006	Mar 30, 2009	no	MIDLOTHIAN, VA\|BIRMINGHAM, AL	Previous registration
GREENBOOK INVESTMENT MANAGEMENT, INC.	n/a	Jun 22, 2005	Oct 10, 2005	no	TALLAHASSEE, FL	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
CONCOURSE FINANCIAL GROUP ADVISORS	TRUEWEALTH ADVISORS, LLC	Jan 31, 2019	Feb 2, 2019	2	Firm change	Ibd to new firm
WEALTHSPIRE ADVISORS	CONCOURSE FINANCIAL GROUP ADVISORS	Mar 30, 2009	Apr 3, 2009	4	Firm change	Other
GREENBOOK INVESTMENT MANAGEMENT, INC.	WEALTHSPIRE ADVISORS	Oct 10, 2005	Jun 23, 2006	256	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
15708:298838:AL:2019-01-31	Jan 31, 2019	Feb 2, 2019	MONTGOMERY, AL	Firm change

Relationships

Registered with (4)

→ TRUEWEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Feb 2, 2019 to presentfactForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Apr 3, 2009 to Jan 31, 2019factForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Jun 23, 2006 to Mar 30, 2009factForm ADV
→ GREENBOOK INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 22, 2005 to Oct 10, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf8508dd-b7a7-7d76-d60b-8a5ca6abe35e
First observed: Jun 22, 2005
Last observed: Sep 14, 2026 5 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.

PAUL BENSON MARKS

Advisor at TRUEWEALTH ADVISORS, LLC

HOOVER, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cf8508dd-b7a7-7d76-d60b-8a5ca6abe35e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRUEWEALTH ADVISORS, LLC

Independent wealth

Feb 2, 2019

n/a

yes

HOOVER, AL

Current employment

CONCOURSE FINANCIAL GROUP ADVISORS

Former SEC adviser

Apr 3, 2009

Jan 31, 2019

Birmingham, AL|Birmingham, AL|BIRMINGHAM, AL|Montgomery, AL

Previous registration

WEALTHSPIRE ADVISORS

Former SEC adviser

Jun 23, 2006

Mar 30, 2009

MIDLOTHIAN, VA|BIRMINGHAM, AL

Previous registration

GREENBOOK INVESTMENT MANAGEMENT, INC.

n/a

Jun 22, 2005

Oct 10, 2005

TALLAHASSEE, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CONCOURSE FINANCIAL GROUP ADVISORS

TRUEWEALTH ADVISORS, LLC

Jan 31, 2019

Feb 2, 2019

Firm change

Ibd to new firm

WEALTHSPIRE ADVISORS

CONCOURSE FINANCIAL GROUP ADVISORS

Mar 30, 2009

Apr 3, 2009

Firm change

Other

GREENBOOK INVESTMENT MANAGEMENT, INC.

WEALTHSPIRE ADVISORS

Oct 10, 2005

Jun 23, 2006

256

Firm change

Other

Team

Left

Joined

From

Kind

15708:298838:AL:2019-01-31

Jan 31, 2019

Feb 2, 2019

MONTGOMERY, AL

Firm change