Kevin Michael Benson

Current Employers

Employment History

• 01/2007 → Present
  Smith Leonard Pllc
  High Point, NC
• 04/2020 → 07/2025
  Avantax Advisory Services
  High Point, NC
• 09/2020 → 07/2025
  Avantax Investment Services Inc.
  High Point, NC
• 07/2025 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2020-07-13 → 2025-07-02
  Avantax Advisory Services
  Dallas, TX
  High Point, NC

Other Businesses

1) Smith Leonard PLLC; Not-investment related; 4035 Premier Drive, Suite 300, High Point, NC 27265; Accounting Services/Tax Preparation; Partner; 1/2007; 160 hours per month; 160 hours during securities trading hours; tax planning and consulting. 2) Rental Property; Not-investment related; 523 Meadowview Drive, Apt D101, Boone, NC 28607; Rental property; Owner; 3/31/2021; Less than 5 hours per month; Less than 5 hours during securities trading hours; Approve tenants, maintain records, collect rent and pay bills. 3) Sole Proprietor; Investment-related; 4035 Premier Drive, Suite 300, High Point, NC 27265; Insurance Agent; 01/2022; Less than 10 hours per month; Less than 10 hours during securities trading hours; sell insurance and annuities. 4) Caldwell Academy; Not investment-related; 2900 Horse Pen Creek Road Greensboro, NC 27410; Private Christian School (K-12); Finance Committee Member; 07/01/2019; Less than 5 hours per month; 0 hours during securities trading hours; Create budget, select health benefits and audit tax preparation. 5) Rental property; Not investment related; 116 Grand Blvd., #4-B, Boone, NC 28607; Rental Property; Sole Proprietor; 6/30/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Approve tenants.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-02-26

Designations

Other Names

• Kevin Michael Benson
• Kevin Benson