David Christopher Benfer

Current Employers

Employment History

• 10/2012 → 10/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 10/2012 → 10/2018
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 09/2018 → Present
  Veery Capital, Llc
  Wilmington, DE
• 10/2018 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 09/2018 → Present
  Veery Capital, Llc
  Wilmington, DE
• 09/2018 → Present
  Veery Capital, Llc
  Wilmington, DE

Previous Registrations

• 2012-10-03 → 2018-10-10
  Cambridge Investment Research Advisors, Inc.
  Wilmington, DE
• 2012-02-27 → 2012-10-04
  Securian Financial Services, Inc.
  West Chester, PA
  West Chester, PA
• 2002-07-24 → 2004-03-15
  New England Securities
  Wayne , PA

Other Businesses

1) David Benfer is dually-registered as an investment advisor representative with Veery Capital, LLC - since 09/2018) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" - since 10/2018). Business is conducted from the Registered Branch Office Location. Approximately 90% of Mr. Benfer's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. Veery Capital, LLC and PKS are not affiliated. 2) DCMAC, LLC, 1 AVENUE OF THE ARTS, WILMINGTON, DE 19801 ; BEGAN 01/01/2010 ; AS MEMBER ; INVESTMENT RELATED ; DEVOTES 0 HRS. 3) ONE RESOURCE GROUP, 809 S CALHOUN ST, STE 600, FT WAYNE, IN, 12/2012 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2 HR/WK - 2/TRADING. 4) 1. MyWellCents 2. Investment related 3. 120 Vantis Dr. #400, Aliso Viejo, CA 92656 4. 401k Participant Education 5. Advisor 6. 2/2024 7. 2 hrs/mo 8. 2 hrs/mo 9. 2 hrs during trading 10. Provide education and one-on-one financial planning to our 401k plan participants. Investment changes are self directed by the participants and WellCents is a benefit provided by the employer.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-01
• S63 Uniform Securities Agent State Law Examination
  1994-02-14

Designations

Other Names

• Chris Benfer