Benjamin Greenlee

Current Employers

Employment History

• 10/2014 → 12/2023
  First Command Financial Services
  Fort Worth, TX
• 04/2015 → Present
  Us Army Reserves
  Jbmdl, NJ
• 10/2024 → 11/2024
  Tony Stanley
  Philadelphia, PA
• 11/2024 → 10/2025
  Anthony Stanley
  Philadelphia, PA
• 11/2024 → 10/2025
  Northwestern Mutual Investment Services Llc
  Philadelphia, PA
• 01/2025 → 10/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2025 → Present
  Integrity Alliance, Llc
  Medford, PA

Previous Registrations

• 2024-12-02 → 2025-10-06
  Northwestern Mutual Investment Services, Llc
  Philadelphia, PA
• 2015-12-15 → 2024-01-17
  First Command Advisory Services
  Fort Worth, TX
  Glendale, AZ
  Fort Worth, TX
  Mount Laurel, NJ
• 2015-04-20 → 2015-12-15
  First Command Brokerage Services, Inc.
  Watertown, NY
  Carlisle, PA
  Glendale, AZ
  Cape May, NJ
  Mount Laurel, NJ

Other Businesses

1)HIGHBRIDGE FINANCIAL SERVICES, LLC POSITION: Owner NATURE: it is my dba under the umbrella at Integrity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/08/2026 ADDRESS: 32 Highbridge Boulevard, Medford NJ 08055, United States DESCRIPTION: Owner/operator/founder. Financial Advisor. Comprehensive financial planning. 2) Lightbridge Academy of Durham; Not Investment-related; 1015 Yunus Drive, Durham, NC, 27703; Childcare; Co-owner; 01/01/2022; 40 hours per month; 0 hours during security hours; Owner and operator. Managing staff and teacher leadership of the center. 3) United States Army Reserves; Not investment Related; 6726 8th St, Fort Dix, NJ 08640; Military; Brigade Observer/Controller; 04/15/2015; 16 hours per month; 0 hours during security hours; Examine, grade, and report back to client units preparing for deployment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-20
• S63 Uniform Securities Agent State Law Examination
  2014-12-20

Other Names

• Benjamin Clark Greenlee
• Benjamin Greenlee
• Ben Greenlee