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Advisor at BENCHMARK WEALTH MANAGEMENT
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BENCHMARK WEALTH MANAGEMENT | Independent wealth | Oct 23, 2018 | n/a | yes | CINCINNATI, OH | Current employment |
| BENCHMARK INVESTMENT ADVISORS LLC | Independent wealth | Jul 12, 2018 | Oct 26, 2018 | no | Loveland, OH|CHICAGO, IL | Previous registration |
| WEALTHQUEST CORPORATION | Independent wealth | Jan 3, 2017 | Jul 3, 2018 | no | Chicago, IL|CINCINNATI, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Jul 7, 2015 | Jan 4, 2017 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENCHMARK INVESTMENT ADVISORS LLC | BENCHMARK WEALTH MANAGEMENT | Oct 26, 2018 | Oct 23, 2018 | -3 | Firm change | RIA to RIA |
| WEALTHQUEST CORPORATION | BENCHMARK INVESTMENT ADVISORS LLC | Jul 3, 2018 | Jul 12, 2018 | 9 | Firm change | RIA to RIA |
| FIFTH THIRD SECURITIES, INC. | WEALTHQUEST CORPORATION | Jan 4, 2017 | Jan 3, 2017 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159705:298885:IL:2018-10-26 | Oct 26, 2018 | Oct 23, 2018 | CHICAGO, IL | Firm change |
| 141473:159705:OH:2018-07-03 | Jul 3, 2018 | Jul 12, 2018 | CINCINNATI, OH | Firm change |