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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED_RES | 2024-12-19 |
| FL | RA | APPROVED | 2024-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Melville | NY | 01/2016 | 11/2018 |
| Tiaa-Cref | New York | NY | 11/2018 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 11/2018 | 11/2020 |
| Facet Wealth | Baltimore | MD | 11/2020 | 10/2024 |
| Benzina Wealth, Llc | Sarasota | FL | 10/2024 | Present |
| Ontrail, Inc. Dba Uprise | San Francisco | CA | 04/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-20 |
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