DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)33 years in industry

JULIAN ANTHONY BENITEZ

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Tucson, AZ

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:f7ed9543-717d-0b82-4f24-831b9d4c5e43

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2003 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: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 12, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65|S66
First exam: Feb 12, 1993
First registration: Jan 2, 2003
Dual registered: yes, broker-dealer
Other names: TONY BENITEZ
IAPD individual key: 2283673

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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	May 12, 2017	n/a	yes	Tucson, AZ\|Tucson, AZ	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 19, 2015	May 12, 2017	no	SAN DIEGO, CA\|Tucson, AZ	Previous registration
BGR FINANCIAL GROUP, LLC	Former SEC adviser	Aug 3, 2007	Mar 24, 2015	no	TUCSON, AZ\|TUCSON, AZ\|TUCSON, AZ	Previous registration
BROOKSTREET SECURITIES CORPORATION	n/a	Nov 9, 2005	Jun 26, 2007	no	TUCSON, AZ\|IRVINE, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 2, 2003	Oct 28, 2005	no	TUCSON, AZ	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
COMMONWEALTH FINANCIAL NETWORK	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	May 12, 2017	May 12, 2017	0	Firm change	Other
BGR FINANCIAL GROUP, LLC	COMMONWEALTH FINANCIAL NETWORK	Mar 24, 2015	Feb 19, 2015	-33	Firm change after gap	Other
BROOKSTREET SECURITIES CORPORATION	BGR FINANCIAL GROUP, LLC	Jun 26, 2007	Aug 3, 2007	38	Firm change	Other
UBS FINANCIAL SERVICES INC.	BROOKSTREET SECURITIES CORPORATION	Oct 28, 2005	Nov 9, 2005	12	Firm change	Other

Relationships

Registered with (5)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
May 12, 2017 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 19, 2015 to May 12, 2017factForm ADV
→ BGR FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 3, 2007 to Mar 24, 2015factForm ADV
→ BROOKSTREET SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 9, 2005 to Jun 26, 2007factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 2, 2003 to Oct 28, 2005factForm ADV

Dated events

No dated event names this entity yet.