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.
Advisor moves
Departures from Benchmark Financial Wealth Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Philip Nathanael Piedt | Benchmark Financial Wealth Advisors LLC independent RIA | Kovack Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2024 | Dec 26, 2024 |
| Jose Baez | Benchmark Financial Wealth Advisors LLC independent RIA | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 7, 2024 | May 8, 2025 (243 d) |
| Yulia Dance | Benchmark Financial Wealth Advisors LLC independent RIA | Jackson Wealth Management, LLC independent RIA | RIA to RIA | Jan 24, 2022 | Feb 3, 2022 |
| Daniel R Levene | Benchmark Financial Wealth Advisors LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2021 | Feb 18, 2022 (76 d) |
| Daniel Jason Segal | Benchmark Financial Wealth Advisors LLC independent RIA | Amerant Investments, Inc. mixed wealth | RIA to RIA | Dec 31, 2020 | Jan 9, 2023 (739 d) |
| Dan Christian Roehm | Benchmark Financial Wealth Advisors LLC independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Jul 3, 2018 | Nov 30, 2021 (1246 d) |
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6 moves match.