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

Jonathan Benham

Park Avenue Securities LLCBD affiliatedIndianapolis, InIA-onlyIAPD 2283257

Feed of 09/14/2026

Also filed as Jon Benham

At current firm

0 y

since May 15, 2026

In the industry

29 y

since Jul 23, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Park Avenue Securities LLC BD affiliated current
since May 15, 2026 · Indianapolis, In
Bischoff Wealth Management Group, LLC independent RIA
Sep 5, 2019 to Apr 21, 2026 · Greenwood, In
Morgan Stanley wirehouse
Jun 1, 2009 to Dec 17, 2010 · Ft. Lauderdale, Fl
Morgan Stanley & Co. LLC unclassified
Mar 24, 2009 to Jun 1, 2009 · Ft. Lauderdale, Fl
Wells Fargo Advisors wirehouse
Nov 9, 2004 to Mar 10, 2009 · Naples, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 27, 2001 to Oct 20, 2004 · Naples , Fl

Moves

a registration end followed by a registration begin elsewhere

Bischoff Wealth Management Group, LLC to Park Avenue Securities LLC
left Apr 21, 2026, registered May 15, 2026 (24 days) · RIA to affiliated broker-dealer or bank
Morgan Stanley to Bischoff Wealth Management Group, LLC
left Dec 17, 2010, registered Sep 5, 2019 (3184 days) · Wirehouse to independent RIA
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to Morgan Stanley & Co. LLC
left Mar 10, 2009, registered Mar 24, 2009 (14 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Oct 20, 2004, registered Nov 9, 2004 (20 days) · Wirehouse to wirehouse

Signals

Jonathan Benham left Bischoff Wealth Management Group, Llc for Park Avenue Securities Llc (registered 2026-05-15)
Apr 21, 2026 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address