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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| NH | RA | APPROVED | 2022-10-31 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2012 | 10/2022 |
| Raymond James Financial Services, Inc. | Amherst | NH | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Amherst | NH | 10/2022 | Present |
| Benson Wealth Management, Llc | Amherst | NH | 10/2022 | Present |
| True North Wealth Management Group, Llc | Rindge | NH | 10/2022 | Present |
(1)Name of Business: 109 Ponemah, LLC Address: 10 Corey Hill Rd, Brookline, NH, 03033, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/24/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have funded my commercial unit into this LLC. I own the building and take care of all things related to it. I will be operating Benson Wealth Management out of this space in the near future. (2)Name of Business: Benson Wealth Management, LLC Address: 2 Mountain Rd, Rindge, NH, 03461, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/14/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I run my entire RJFS practice through this LLC. (3)Name of Business: True North Capital Address: 109 Ponemah Rd Unit F, Amherst, NH, 03031-2834, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I (4)Name of Business: True North Wealth Management Group, LLC Address: 2 Mountain Rd, Rindge, NH, 03461, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/14/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the parent company to Benson Wealth Management and The Nero Wealth Group. My partner, Jason Nero, and I run this business for payroll and benefits for our employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
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