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
Michael Paul Bennitt
Feed of 09/15/2026
Also filed as Mike Bennitt
At current firm
2 y
since Jun 3, 2024
In the industry
38 y
since Mar 4, 1988 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Ameriprise Financial Services, LLC national BD currentsince Jun 3, 2024 · Springfield, Mo
- World Equity Group, Inc. BD affiliatedSep 16, 2019 to Jun 5, 2024 · Schaumburg, Il
- Wealth Teams Alliance independent RIAJun 18, 2019 to Mar 23, 2020 · Irvine, Ca
- Securities America Advisors, Inc. formerDec 7, 2018 to May 24, 2019 · Ozark, Mo
- Questar Asset Management, Inc. formerJan 21, 2014 to Dec 10, 2018 · Minneapolis, Mn
- Woodbury Financial Services, Inc. formerOct 19, 2009 to Jan 24, 2014 · Springfield, Mo
- Arvest Wealth Management independent RIAJun 1, 2007 to Oct 21, 2009 · Springfield, Mo
- Raymond James Financial Services, Inc. unclassifiedJun 27, 2002 to Jun 1, 2007 · Springfield, Mo
Moves
a registration end followed by a registration begin elsewhere
- World Equity Group, Inc. to Ameriprise Financial Services, LLCleft Jun 5, 2024, registered Jun 3, 2024 (-2 days) · Affiliated broker-dealer or bank to another
- Wealth Teams Alliance to World Equity Group, Inc.left Mar 23, 2020, registered Sep 16, 2019 (-189 days) · RIA to affiliated broker-dealer or bank
- Securities America Advisors, Inc. to Wealth Teams Allianceleft May 24, 2019, registered Jun 18, 2019 (25 days) · Affiliated broker-dealer or bank to independent RIA
- Questar Asset Management, Inc. to Securities America Advisors, Inc.left Dec 10, 2018, registered Dec 7, 2018 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
- Woodbury Financial Services, Inc. to Questar Asset Management, Inc.left Jan 24, 2014, registered Jan 21, 2014 (-3 days) · Other
- Arvest Wealth Management to Woodbury Financial Services, Inc.left Oct 21, 2009, registered Oct 19, 2009 (-2 days) · Other
- Raymond James Financial Services, Inc. to Arvest Wealth Managementleft Jun 1, 2007, registered Jun 1, 2007 (0 days) · Other
Signals
- Michael Paul Bennitt left World Equity Group, Inc. for Ameriprise Financial Services, Llc (registered 2024-06-03)Jun 5, 2024 · 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
- National broker-dealer RIAderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address