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RIA / WealthAdvisor29 years in industry

OFER BEN-MENAHEM

Advisor at L & S ADVISORS, INC

Irvine, CA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:d4e97596-9194-a5d7-60dc-e3ba3088840a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2009 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: L & S ADVISORS, INC
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: Jul 29, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Jul 29, 1997
First registration: Aug 19, 2009
Dual registered: no
Other names: OFER BEN-MENAHEM|OFER BENMENAHEM
IAPD individual key: 2880185

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
L & S ADVISORS, INC	Independent wealth	Mar 21, 2023	n/a	yes	Irvine, CA\|LOS ANGELES, CA	Current employment
RVW WEALTH LLC	Independent wealth	Dec 9, 2020	May 15, 2023	no	LOS ANGELES, CA	Previous registration
FIRST FOUNDATION ADVISORS	Independent wealth	Apr 22, 2019	Jun 3, 2020	no	IRVINE, CA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	May 5, 2015	Apr 16, 2019	no	NEWPORT BEACH, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 12, 2013	May 5, 2015	no	MISSION VIEJO, CA\|IRVINE, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 12, 2013	May 5, 2015	no	MISSION VIEJO, CA\|Irvine, CA\|Irvine, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 19, 2009	Jun 12, 2013	no	IRVINE, CA\|IRVINE, CA\|IRVINE, CA	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
RVW WEALTH LLC	L & S ADVISORS, INC	May 15, 2023	Mar 21, 2023	-55	Firm change after gap	RIA to RIA
FIRST FOUNDATION ADVISORS	RVW WEALTH LLC	Jun 3, 2020	Dec 9, 2020	189	Firm change	RIA to RIA
MERCER GLOBAL ADVISORS INC.	FIRST FOUNDATION ADVISORS	Apr 16, 2019	Apr 22, 2019	6	Firm change	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	May 5, 2015	Jun 12, 2013	-692	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	May 5, 2015	Jun 12, 2013	-692	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 12, 2013	Jun 12, 2013	0	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
140451:140923:CA:2023-05-15	May 15, 2023	Mar 21, 2023	LOS ANGELES, CA	Firm change after gap

Relationships

Registered with (7)

→ L & S ADVISORS, INCRegistered adviserregistration: current employment
Mar 21, 2023 to presentfactForm ADV
→ RVW WEALTH LLCRegistered adviserregistration: previous registration
Dec 9, 2020 to May 15, 2023factForm ADV
→ FIRST FOUNDATION ADVISORSRegistered adviserregistration: previous registration
Apr 22, 2019 to Jun 3, 2020factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
May 5, 2015 to Apr 16, 2019factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 12, 2013 to May 5, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 12, 2013 to May 5, 2015factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 19, 2009 to Jun 12, 2013factForm ADV

Dated events

Occurred
May 15, 2023
Advisor changed firm
Ofer Ben-Menahem left Rvw Wealth Llc for L & S Advisors, Inc (registered 2023-03-21)
Form ADVobserved 5 days ago