Benjamin Mcnett

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-02-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	07/2009	06/2019
Bank Of America, N.A.	Jacksonville	FL	12/2018	06/2019
Wells Fargo Clearing Services, Llc	Naples	FL	04/2021	04/2023
Wells Fargo Bank, Na	Naples	FL	04/2021	04/2023
Wavepoint Capital Llc	Jacksonville	FL	06/2019	04/2021
Unemployed	Jacksonville	FL	05/2023	06/2023
Equitable Advisors, Llc	New York	NY	06/2023	01/2025
Charles Schwab & Co., Inc.	Orlando	FL	01/2025	Present
Schwab Wealth Advisory, Inc.	Orlando	FL	01/2025	Present

07/2009 → 06/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
12/2018 → 06/2019

Bank Of America, N.A.

Jacksonville, FL
04/2021 → 04/2023

Wells Fargo Clearing Services, Llc

Naples, FL
04/2021 → 04/2023

Wells Fargo Bank, Na

Naples, FL
06/2019 → 04/2021

Wavepoint Capital Llc

Jacksonville, FL
05/2023 → 06/2023

Unemployed

Jacksonville, FL
06/2023 → 01/2025

Equitable Advisors, Llc

New York, NY
01/2025 → Present

Charles Schwab & Co., Inc.

Orlando, FL
01/2025 → Present

Schwab Wealth Advisory, Inc.

Orlando, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-23
S63	Uniform Securities Agent State Law Examination	2008-09-04

Other Firms