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

Rebecca Lynn Bennett

Morningstar Investment Management LLCmixed wealthChicago, IlIA-onlyIAPD 4658991

Feed of 09/14/2026

Also filed as Becky Bennett

At current firm

1 y

since May 29, 2025

In the industry

21 y

since Apr 7, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Morningstar Investment Management LLC mixed wealth current
since May 29, 2025 · Chicago, Il
Morningstar Investment Services LLC former
May 25, 2023 to Jun 16, 2025 · Chicago, Il
First Trust Advisors LP asset manager
Sep 25, 2019 to Oct 25, 2022 · Wheaton, Il
Invesco Advisers, Inc. asset manager
Sep 7, 2018 to May 30, 2019 · Downers Grove, Il

Moves

a registration end followed by a registration begin elsewhere

Morningstar Investment Services LLC to Morningstar Investment Management LLC
left Jun 16, 2025, registered May 29, 2025 (-18 days) · RIA to RIA · moved with a team
First Trust Advisors LP to Morningstar Investment Services LLC
left Oct 25, 2022, registered May 25, 2023 (212 days) · Other
Invesco Advisers, Inc. to First Trust Advisors LP
left May 30, 2019, registered Sep 25, 2019 (118 days) · Other

Signals

Rebecca Lynn Bennett left Morningstar Investment Services Llc for Morningstar Investment Management Llc (registered 2025-05-29)
Jun 16, 2025 · Advisor changed firm · fact
Rebecca Lynn Bennett left First Trust Advisors Lp for Morningstar Investment Services Llc (registered 2023-05-25)
Oct 25, 2022 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address