DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Rodney Allen Bench
Feed of 09/14/2026
Also filed as Rodney A Bench
At current firm
9 y
since Apr 10, 2017
In the industry
43 y
since Jun 29, 1983 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M Holdings Securities, Inc. BD affiliated currentsince Apr 10, 2017 · Seattle, Wa
- Columbia Pacific Wealth Management formerJun 1, 2015 to Feb 6, 2023 · Seattle, Wa
- Kibble & Prentice Holding Company formerApr 6, 2010 to Apr 7, 2017 · Seattle, Wa
- Nathan & Lewis Securities, Inc. unclassifiedMay 13, 1998 to Nov 13, 2002 · Seattle, Wa
- Ra Bench, Inc unclassifiedAug 1, 1995 to Mar 22, 2010 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Columbia Pacific Wealth Management to M Holdings Securities, Inc.left Feb 6, 2023, registered Apr 10, 2017 (-2128 days) · Other
- Kibble & Prentice Holding Company to Columbia Pacific Wealth Managementleft Apr 7, 2017, registered Jun 1, 2015 (-676 days) · Other
- Ra Bench, Inc to Nathan & Lewis Securities, Inc.left Mar 22, 2010, registered May 13, 1998 (-4331 days) · Other
- Nathan & Lewis Securities, Inc. to Kibble & Prentice Holding Companyleft Nov 13, 2002, registered Apr 6, 2010 (2701 days) · Other
Signals
- Rodney Allen Bench left Columbia Pacific Wealth Management for M Holdings Securities, Inc. (registered 2017-04-10)Feb 6, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address