Joel Timothy Bennett

Current Employers

Employment History

• 02/2010 → 04/2018
  Eqis Capital Management
  Chicago, IL
• 04/2018 → 11/2018
  Smartx Advisory Solutions
  West Palm Beach, FL
• 01/2019 → 11/2019
  Flexible Plan Investments
  Bloomfield Hills, MI
• 11/2019 → 03/2020
  Unemployed
  Galesburg, MI
• 03/2020 → 04/2020
  Finfolio
  Denver, CO
• 04/2020 → 08/2020
  Unemployed
  Galesburg, MI
• 08/2020 → 05/2021
  Q3 Asset Management Corporation
  Birmingham, MI
• 11/2018 → 01/2019
  Unemployed
  Galesburg, MI
• 06/2021 → 07/2021
  Cardea Capital Advisors
  Kalamazoo, MI
• 09/2022 → 12/2023
  Mount Yale Investment Advisors, Llc
  Saint Joseph, MI
• 10/2021 → 08/2022
  Atlas Capital Management
  Saint Joseph, MI
• 01/2024 → 04/2025
  Curi Rmb Capital
  Chicago, IL
• 08/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2025 → Present
  Hk Wealth Management Group, Llc
  Clifton Park, NY
• 06/2025 → Present
  Hedley & Co., Pllc Certified Public Accountants
  Clifton Park, NY
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-05 → 2025-04-23
  Curi Capital, Llc
  Chicago, IL
  St. Joseph, MI
• 2023-02-14 → 2023-12-01
  Elevation Point Wealth Partners, Llc
  Denver, CO
  Galesburg, MI
• 2020-08-27 → 2021-06-01
  Q3 Asset Management Corporation
  Galesburg, MI
  Birmingham, MI
• 2018-05-25 → 2019-12-31
  Smartx Advisory Solutions
  San Francisco, CA
• 2018-08-20 → 2019-01-16
  Smartx Advisory Solutions
  Sausalito, CA
  West Palm Beach, FL
• 2016-02-02 → 2018-04-24
  Freedom Investment Management, Inc.
  South Windsor, CT
• 2008-04-08 → 2009-04-29
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 2004-10-14 → 2005-05-09
  Banc One Securities Corporation
  Chicago, IL
• 2001-08-27 → 2004-06-04
  T. Rowe Price Advisory Services, Inc.
  Oak Brook, IL

Other Businesses

1) HK WEALTH MANAGEMENT GROUP, LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENTS/WEALTH MANAGEMENT; FINANCIAL CONSULTANT; SINCE 06/2025; 160 HRS/MO 2) HEDLEY & CO., PLLC CERTIFIED PUBLIC ACCOUNTANTS; SAME AS REGISTERED LOCATION; NON-INVESTMENT RELATED; ACCOUNTING/TAX PREP ASSISTANCE; STAFF ACCOUNTANT; SINCE 06/2025; 28 HRS/MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-27
• S65 Uniform Investment Adviser Law Examination
  2016-02-02
• S66 Uniform Combined State Law Examination
  2001-08-13