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
Trevor Bennett
Certified Financial Planner
Feed of 09/14/2026
Also filed as Trevor M. Bennett
At current firm
3 y
since Sep 14, 2023
In the industry
10 y
since Oct 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James & Associates, Inc. national BD currentsince Sep 14, 2023 · St. Petersburg, Fl
- Intervest International, Inc. formerMay 18, 2023 to Sep 5, 2023 · Riverview, Fl
- Fisher Investments independent RIASep 13, 2022 to Apr 24, 2023 · Tampa, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 22, 2016 to Sep 12, 2022 · Jacksonville, Fl
- Equitable Advisors, LLC national BDJun 6, 2016 to Dec 6, 2016 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Intervest International, Inc. to Raymond James & Associates, Inc.left Sep 5, 2023, registered Sep 14, 2023 (9 days) · RIA to affiliated broker-dealer or bank
- Fisher Investments to Intervest International, Inc.left Apr 24, 2023, registered May 18, 2023 (24 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fisher Investmentsleft Sep 12, 2022, registered Sep 13, 2022 (1 days) · Wirehouse to independent RIA
- Equitable Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Dec 6, 2016, registered Dec 22, 2016 (16 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Trevor Bennett left Intervest International, Inc. for Raymond James & Associates, Inc. (registered 2023-09-14)Sep 5, 2023 · Advisor changed firm · fact
- Trevor Bennett left Fisher Investments for Intervest International, Inc. (registered 2023-05-18)Apr 24, 2023 · Advisor changed firm · fact
- Trevor Bennett left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fisher Investments (registered 2022-09-13)Sep 12, 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
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address