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

PTMA INVESTMENT ADVISORS

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Dec 29, 2016

First registration

Aug 19, 2019

Dual registered

no

Other names

Benjamin Nordin|Benjamin Taylor Nordin|Benjamin Taylor Bjelland Nordin|Benjamin T B Nordin

IAPD individual key

6728758

• Occurred

  Jun 17, 2022
  Advisor changed firm

  Benjamin Taylor Bjelland Nordin left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Ptma Investment Advisors (registered 2022-06-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:feef6f91-97a6-57e5-5378-eb94cbd5f330

First observed

Aug 19, 2019

Last observed

Sep 14, 2026 5 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.