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
Benjamin Eric Rathfon
Feed of 09/14/2026
Also filed as Benjamin Rathfon
At current firm
1 y
since Mar 3, 2025
In the industry
17 y
since Jun 23, 2009 (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
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
- Henderson Brothers Financial Partners LLC independent RIA currentsince Mar 3, 2025 · Pittsburgh, Pa
- Global Retirement Partners LLC institutionalApr 4, 2017 to Mar 9, 2025 · Pittsburgh, Pa
- Pnc Wealth Management BD affiliatedJul 17, 2013 to Sep 8, 2015 · Pittsburgh, Pa
- Morgan Stanley wirehouseJan 12, 2011 to Jul 7, 2011 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Global Retirement Partners LLC to Henderson Brothers Financial Partners LLCleft Mar 9, 2025, registered Mar 3, 2025 (-6 days) · Other · moved with a team
- Pnc Wealth Management to Global Retirement Partners LLCleft Sep 8, 2015, registered Apr 4, 2017 (574 days) · Other
- Morgan Stanley to Pnc Wealth Managementleft Jul 7, 2011, registered Jul 17, 2013 (741 days) · Other
Signals
- Benjamin Eric Rathfon left Global Retirement Partners Llc for Henderson Brothers Financial Partners Llc (registered 2025-03-03)Mar 9, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address