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Joel David Bennett

Expand Financial Group, LLC

Corsicana, TX

Celina, TX

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Current Employers
Expand Financial Group, Llc

Celina, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-08
  • TX RA
    APPROVED
    Since 2021-07-08

Branch Locations

Corsicana, TX • United States

Celina, TX • 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
Expand Financial Group, Llc Celina TX 08/2020 Present
Corsicana Independent School District Corsicana TX 06/2019 05/2022
Burleson Independent School District Burleson TX 07/2018 06/2019
Wise Health System Decatur TX 03/2016 07/2018
  • 08/2020 → Present
    Expand Financial Group, Llc
    Celina, TX
  • 06/2019 → 05/2022
    Corsicana Independent School District
    Corsicana, TX
  • 07/2018 → 06/2019
    Burleson Independent School District
    Burleson, TX
  • 03/2016 → 07/2018
    Wise Health System
    Decatur, TX
Other Businesses

Enrolled agent, non-investment related, Corsicana, TX, Tax services through Expand Ministry, 08/01/2023, Enrolled Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-08
  • S65 Uniform Investment Adviser Law Examination
    2021-07-08

View on SEC IAPD

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