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Thomas Joseph Bennett

Simple Financial, LLC

Meridian, ID

West Jordan, UT

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Current Employers
Simple Financial, Llc

6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-07-14
UT RA APPROVED 2025-06-27
ID RA APPROVED 2025-06-26
OR RA APPROVED 2025-06-26
  • NV RA
    APPROVED
    Since 2025-07-14
  • UT RA
    APPROVED
    Since 2025-06-27
  • ID RA
    APPROVED
    Since 2025-06-26
  • OR RA
    APPROVED
    Since 2025-06-26

Branch Locations

800 S Industry Way Suite 250, Meridian, ID 83642 • United States

6671 S Redwood Road Suite 200, West Jordan, UT 84084 • 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
Simple Financial, Llc West Jordan UT 06/2025 Present
American Senior Benefits Meridian ID 02/2013 Present
  • 06/2025 → Present
    Simple Financial, Llc
    West Jordan, UT
  • 02/2013 → Present
    American Senior Benefits
    Meridian, ID
Other Businesses

American Senior Benefits; Inv Rel; insur sales and services; field manager/agent; start 02/2013; approx 80% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-13
  • S65 Uniform Investment Adviser Law Examination
    2025-06-13
Other Names
  • Tom Bennett

View on SEC IAPD

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