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Current Employers
Benchmark Financial Wealth Advisors Llc

2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-22
FL RA APPROVED 2021-10-08
TX RA APPROVED 2021-10-05
  • NJ RA
    APPROVED
    Since 2026-05-22
  • FL RA
    APPROVED
    Since 2021-10-08
  • TX RA
    APPROVED
    Since 2021-10-05

Branch Locations

900 Us-9 #601, Woodbridge, NJ 07095 • United States

2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • 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
Benchmark Financial Wealth Advisors Llc Boca Raton FL 09/2021 01/2023
Stay At Home Parent - West Palm Beach FL 11/2020 09/2021
North American Management Corporation Boston MA 08/2014 11/2020
Benchmark Financial Wealth Advisors Llc Boca Raton FL 01/2023 Present
Other Businesses

Willard "Will" Schoch is an uncompensated board member of the -Presidential Estates Property Owners Association, Non-Investment Related Agency -c/o Campbell Property Management 401 Maplewood Drive, Suite 23 Jupiter, FL 33458 advising on all board matters, including the investment of surplus funds. The association is not a client of Benchmark Financial Wealth Advisors LLC, and Will spends less than 5 hours per month and no time during the trading day as a board member.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-05
  • S65 Uniform Investment Adviser Law Examination
    2021-10-05

View on SEC IAPD

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