DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner18 years in industry

BENJAMIN HOLLAND

Advisor at FPG WEALTH

CHICAGO, IL

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:f32c7f8d-77a2-79f9-4fdf-d1c0c772c0fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 2
Observed: Mar 25, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Benjamin Holland

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Benjamin Holland

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FPG WEALTH
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 24, 2009
First registration: Mar 25, 2009
Dual registered: no
IAPD individual key: 5591122

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
FPG WEALTH	Former SEC adviser	Apr 28, 2023	n/a	yes	CHICAGO, IL	Current employment
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Mar 25, 2009	May 5, 2023	no	CHICAGO, IL\|MARCO ISLAND, 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
OPPENHEIMER & CO. INC.	FPG WEALTH	May 5, 2023	Apr 28, 2023	-7	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ FPG WEALTHRegistered adviserregistration: current employment
Apr 28, 2023 to presentfactForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Mar 25, 2009 to May 5, 2023factForm ADV

Dated events

Occurred
May 5, 2023
Advisor changed firm
Benjamin Holland left Oppenheimer & Co. Inc. for Fpg Wealth (registered 2023-04-28)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f32c7f8d-77a2-79f9-4fdf-d1c0c772c0fe
First observed: Mar 25, 2009
Last observed: Sep 14, 2026 4 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.

BENJAMIN HOLLAND

Advisor at FPG WEALTH

CHICAGO, IL

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:f32c7f8d-77a2-79f9-4fdf-d1c0c772c0fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FPG WEALTH

Former SEC adviser

Apr 28, 2023

n/a

yes

CHICAGO, IL

Current employment

OPPENHEIMER & CO. INC.

Bd affiliated wealth

Mar 25, 2009

May 5, 2023

CHICAGO, IL|MARCO ISLAND, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

OPPENHEIMER & CO. INC.

FPG WEALTH

May 5, 2023

Apr 28, 2023

-7

Firm change

Ibd to new firm