Tary Ben Middlesworth

Employer firm

Entrusted Wealth CRD 294185

$7.50M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2011 → 07/2017
  Baker Boyer National Bank
  Walla Walla, WA
• 09/2017 → 06/2019
  Middlesworth Financial
  Underwood, WA
• 05/2018 → Present
  Entrusted Wealth
  Kalispell, MT
• 06/2019 → Present
  Baker Boyer National Bank
  Walla Walla, WA

Previous Registrations

• 2011-03-29 → 2013-12-31
  Cetera Investment Services Llc
  Walla Walla, WA
• 2005-05-19 → 2006-09-13
  Voya Financial Partners, Llc
  Portland, OR
  Portland, OR

Other Businesses

Employee, Baker Boyer Bank, 7 W Main, Walla Walla, WA 99362. Investment-related: yes, starting June 2019. Operations (remote work). 120 hours per month devoted, 40 hours per month during trading hours. Duties include providing expertise on investment reporting and reconciliation, technology projects, and other duties as assigned.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-28

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Tary Ben Middlesworth
• T J Ben Middlesworth
• Tary Ben Middlesworth