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Current Employers
Benchmark Investment Advisors Llc

180 N Stetson Ave., Ste 1990, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-31
IL RA APPROVED 2013-12-17
  • TX RA
    APPROVED
    Since 2025-08-31
  • IL RA
    APPROVED
    Since 2013-12-17

Branch Locations

7700 Preston Rd. #403, Frisco, TX 75034 • United States

180 N Stetson Ave., Ste 1990, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sunpoint Securities, Inc. Durham NC 03/1999 Present
Pro Style Financial O'FAllon IL 06/2002 Present
Gentry Private Wealth Management Llc Chicago IL 11/2013 Present
  • 03/1999 → Present
    Sunpoint Securities, Inc.
    Durham, NC
  • 06/2002 → Present
    Pro Style Financial
    O'FAllon, IL
  • 11/2013 → Present
    Gentry Private Wealth Management Llc
    Chicago, IL
Previous Registrations
  • 2004-09-09 → 2016-12-27
    Pro Style Financial
    O'FAllon, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-19
S63 Uniform Securities Agent State Law Examination 1997-07-09
  • S65 Uniform Investment Adviser Law Examination
    1998-11-19
  • S63 Uniform Securities Agent State Law Examination
    1997-07-09

View on SEC IAPD

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