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Jeffrey Miller Bentley

Lgt Financial Advisors LLC

Dallas, TX

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Current Employers
Lgt Financial Advisors Llc

2626 Howell St Suite 700, Dallas, TX 75204 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-12-20
  • TX RA
    APPROVED
    Since 2019-12-20

Branch Locations

2626 Howell St Suite 700, Dallas, TX 75204 • 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
Fidelity Brokerage Services Llc Westlake TX 06/2016 07/2019
Lgt Financial Advisors, Llc Dallas TX 08/2019 Present
Investment Security Corporation Calabasas CA 11/2019 01/2023
  • 06/2016 → 07/2019
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 08/2019 → Present
    Lgt Financial Advisors, Llc
    Dallas, TX
  • 11/2019 → 01/2023
    Investment Security Corporation
    Calabasas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-20
S63 Uniform Securities Agent State Law Examination 2016-08-15
  • S65 Uniform Investment Adviser Law Examination
    2019-12-20
  • S63 Uniform Securities Agent State Law Examination
    2016-08-15

View on SEC IAPD

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