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John Patrick Swift

Benchmark Investment Advisors LLC

Chicago, IL

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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 2013-12-17
IL RA APPROVED 2012-01-19
  • TX RA
    APPROVED
    Since 2013-12-17
  • IL RA
    APPROVED
    Since 2012-01-19

Branch Locations

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
Gentry Private Wealth Management Llc Chicago IL 01/2012 12/2016
Benchmark Investment Advisors Llc Chicago IL 01/2017 Present
Previous Registrations
  • 2010-01-04 → 2012-03-06
    Swift Wealth Management
    Chicago, IL
  • 2006-05-22 → 2007-12-31
    Swift Wealth Management
    Chicago, IL
  • 2004-03-01 → 2005-05-31
    Leonetti & Associates Inc
    Buffalo Grove, IL
  • 2003-06-25 → 2003-10-03
    Harrisdirect Llc
    Chicago, IL
  • 2000-10-04 → 2002-10-21
    Alliancebernstein L.P.
    Chicago, IL
Other Businesses

1. BECKER PROFESSIONAL DEVELOPMENT CORP - 3005 HIGHLAND PARKWAY, DOWNERS GROVE, IL - CFA REVIEW PROGRAM INSTRUCTOR - 3 HRS/WK;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-11
S66 Uniform Combined State Law Examination 1999-12-13
  • S63 Uniform Securities Agent State Law Examination
    2010-08-11
  • S66 Uniform Combined State Law Examination
    1999-12-13
Designations

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

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