David Lloyd Bennett

Employer firm

Unify Financial Advisors CRD 324120

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 05/2023
  Successful Portfolios, Llc
  Clearwater, FL
• 05/2023 → Present
  Unify Financial, Inc.
  Clearwater, FL

Previous Registrations

• 2017-09-26 → 2023-05-04
  Successful Portfolios Llc
  Clearwater, FL
• 2006-11-08 → 2016-02-22
  Fifth Third Securities, Inc.
  Clearwater, FL
  Belleair, FL
  Clearwater, FL
  Seminole, FL
  St. Petersburg, FL
  Seminole, FL
  Largo, FL
  Largo, FL
  Clearwater, FL
  Clearwater, FL
  St. Petersburg, FL
  Seminole, FL
  Treasure Island, FL
  Seminole, FL
  Seminole, FL
  Largo, FL
  Indian Shores, FL
  Indian Shores, FL
  Pinellas Park, FL
  St. Petersburg, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-30
• S63 Uniform Securities Agent State Law Examination
  2004-03-24

Designations

• Certified Financial Planner