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
Paul Craven Bennett
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
2 y
since Oct 20, 2023
In the industry
33 y
since Oct 21, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- Decisionmap Wealth Management, LLC independent RIA currentsince Oct 20, 2023 · Great Falls, Va
- United Capital Financial Advisors independent RIAJul 1, 2013 to Nov 3, 2023 · Great Falls, Va
- C5 Wealth Management, LLC formerNov 21, 2006 to Jul 1, 2013 · Great Falls, Va
- Mony Securities Corporation unclassifiedAug 20, 2004 to May 25, 2005 · Great Falls, Va
- Private Wealth Advisers, LLC unclassifiedMay 5, 2000 to Mar 30, 2007 · Reston, Va
Moves
a registration end followed by a registration begin elsewhere
- United Capital Financial Advisors to Decisionmap Wealth Management, LLCleft Nov 3, 2023, registered Oct 20, 2023 (-14 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- C5 Wealth Management, LLC to United Capital Financial Advisorsleft Jul 1, 2013, registered Jul 1, 2013 (0 days) · Other
- Private Wealth Advisers, LLC to Mony Securities Corporationleft Mar 30, 2007, registered Aug 20, 2004 (-952 days) · Other
- Mony Securities Corporation to C5 Wealth Management, LLCleft May 25, 2005, registered Nov 21, 2006 (545 days) · Other
Signals
- Paul Craven Bennett left United Capital Financial Advisors for Decisionmap Wealth Management, Llc (registered 2023-10-20)Nov 3, 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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address