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 Reyes
Feed of 09/15/2026
Also filed as Benjamin Reyes
At current firm
4 y
since Oct 12, 2021
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Oct 12, 2021 · Frisco, Tx
- Pnc Managed Account Solutions, Inc. formerOct 6, 2020 to Jun 2, 2021 · Northglenn, Co
- Wells Fargo Advisors wirehouseDec 4, 2017 to Aug 26, 2020 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Pnc Managed Account Solutions, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 2, 2021, registered Oct 12, 2021 (132 days) · Affiliated broker-dealer or bank to wirehouse
- Wells Fargo Advisors to Pnc Managed Account Solutions, Inc.left Aug 26, 2020, registered Oct 6, 2020 (41 days) · Wirehouse to affiliated broker-dealer or bank
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address