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
Timothy Warren Bennett
Feed of 09/15/2026
Also filed as Tim Bennett
At current firm
0 y
since Dec 10, 2025
In the industry
25 y
since Aug 29, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Ifg Advisory, LLC independent RIA currentsince Dec 10, 2025 · Easley, Sc
- Momentum Independent Network Inc. BD affiliatedNov 16, 2018 to Dec 8, 2025 · Easley, Sc
- Waddell & Reed formerApr 17, 2009 to Nov 21, 2018 · Reno, Nv
- Citigroup Global Markets Inc. BD affiliatedSep 30, 2004 to May 7, 2009 · Reno, Nv
Moves
a registration end followed by a registration begin elsewhere
- Momentum Independent Network Inc. to Ifg Advisory, LLCleft Dec 8, 2025, registered Dec 10, 2025 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Waddell & Reed to Momentum Independent Network Inc.left Nov 21, 2018, registered Nov 16, 2018 (-5 days) · Affiliated broker-dealer or bank to another
- Citigroup Global Markets Inc. to Waddell & Reedleft May 7, 2009, registered Apr 17, 2009 (-20 days) · Other
Signals
- Timothy Warren Bennett left Momentum Independent Network Inc. for Ifg Advisory, Llc (registered 2025-12-10)Dec 8, 2025 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address