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2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-21 |
| TX | RA | APPROVED | 2017-08-04 |
| FL | RA | APPROVED | 2017-07-17 |
Branch Locations
900 Us-9 #601 , Woodbridge, NJ 07095 • United States
2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services Inc. | Holbrook | NY | 06/2012 | 07/2017 |
| Benchmark Financial Wealth Advisors Llc | Boca Raton | FL | 07/2017 | Present |
| Benchmark Financial Insurance Advisors Llc | Boca Raton | FL | 02/2017 | 11/2024 |
| Benchmark Financial Benefits & Risk Services Llc | Boca Raton | FL | 05/2017 | 01/2021 |
| Professional Planning Services | Somerset | NJ | 06/2012 | 07/2017 |
| Benchmark Financial Group Llc | Boca Raton | FL | 01/2005 | Present |
| Benchmark Financial Group Inc | Boca Raton | FL | 01/2005 | Present |
| Business Risk Advisors Llc | Boca Raton | FL | 01/2021 | 02/2024 |
| Benchmark Financial Insurance Llc | Boca Raton | FL | 11/2024 | Present |
INSURANCE SALES THROUGH VARIOUS FIXED COMPANIES. BENCHMARK FINANCIAL INSURANCE LLC -NON-INVESTMENT RELATED - 2351 NW BOCA RATON BLVD. BOCA RATON FL. 33431 - INSURANCE - MEMBER SINCE 02/2017.25 HOURS PER MONTH AND APPROXIMATELY 1 HOUR DURING TRADING HOURS. PROVIDES FIXED INSURANCE PRODUCTS. BENCHMARK FINANCIAL GROUP LLC - NON-INVESTMENT-RELATED -HOLDING COMPANY 2351 NW BOCA RATON BLVD. BOCARATON FL 33431 MEMBER). START DATE: 01/2005; DEVOTES 10 HRS PER MONTH AND APPROXIMATELY 1 HRS DURING TRADING HOURS. PROVIDES BUSINESS MANAGEMENT BENCHMARK FINANCIAL GROUP INC - NON-INVESTMENT-RELATED -HOLDING COMPANY 2351 NW BOCA RATON BLVD. BOCA RATON FL 33431 OWNER. START DATE: 01/2005; DEVOTES 10 HRS PER MONTH AND APPROXIMATELY 1 HRS DURING TRADING HOURS. PROVIDES BUSINESS MANAGEMENT CPA WEALTH PARTNERS LLC - NON-INVESTMENT-RELATED - 900 US-9 #601 WOODBRIDGE NJ 07095 - MINORITY OWNER/MEMBER. START DATE: 04/2026; DEVOTES APPROXIMATELY 5 HRS PER MONTH AND APPROXIMATELY 1 HR DURING TRADING HOURS. SILENT MINORITY OWNER. DOES NOT PROVIDE ACCOUNTING, TAX, INVESTMENT ADVISORY, OR SECURITIES SERVICES THROUGH CPA WEALTH PARTNERS LLC. ROGER IS ALSO A MEMBER OF SEVERAL REAL ESTATE PARTNERSHIPS THAT HE SPENDS 5 HOURS PER MONTH AND NO TIME DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-17 |
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