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Ooltewah, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-05-27 |
| CA | RA | APPROVED | 2022-03-17 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Spelts Wealth Management, Inc Dba Benson Wealth Management Inc. | Chico | CA | 10/2012 | 07/2022 |
| Infinity Financial Services | Apison | TN | 02/2016 | Present |
| Benson Wealth Management, Inc. | Apison | TN | 02/2022 | Present |
| Benson Wealth Management Inc. | Apison | TN | 12/2014 | Present |
| Barrett Benson, Sole Proprietor | Apison | TN | 07/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-23 |
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