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869 Boston Post Road, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-11 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benchmark Asset Management, Llc | Guilford | CT | 04/1998 | Present |
| National Planning Corporation | Guilford | CT | 03/2006 | Present |
| Lpl Financial Llc | Guilford | CT | 11/2017 | Present |
| Warner Wealth | Madison | CT | 11/2021 | Present |
1. 11/29/2017 - BENCHMARK ASSET MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 6/22/2006 - Time Spent 100%. 2. 11/30/2021 - Warner Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/18/2021 - 30 Hours Per Month/5 Hours During Securities Trading. 3. 12/06/2023 - Benchmark Asset Management - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Investment Advisor - Start Date: 9/15/2023 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-15 |
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