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

BENTLEY WEALTH ADVISORS, 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

Oct 1, 1986earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S65

First exam

Nov 21, 2007

First registration

Nov 22, 2007

Dual registered

no

IAPD individual key

5393494

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf942d8b-1d1c-9f4a-95e5-0d37b198f1bc

First observed

Nov 22, 2007

Last observed

Sep 14, 2026 6 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.