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

FORUM FINANCIAL MANAGEMENT, LP

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

Jan 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S63

First exam

Feb 26, 2021

First registration

Jul 13, 2020

Dual registered

no

Other names

Kevin Michael Benson|Kevin Benson

IAPD individual key

7246725

• Occurred

  Jul 2, 2025
  Advisor changed firm

  Kevin Michael Benson left Avantax Advisory Services for Forum Financial Management, Lp (registered 2025-07-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f8f85bc5-20ba-927e-517a-1d322905b095

First observed

Jul 13, 2020

Last observed

Sep 14, 2026 7 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.