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Current Employers
Benchmark Financial Wealth Advisors Llc

2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-10
TX RA APPROVED 2025-09-04
  • FL RA
    APPROVED
    Since 2025-09-10
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Tampa FL 08/2023 06/2024
Amateurgolf.cOm San Diego CA 01/2021 12/2021
University Of Arizona Tucson AZ 08/2019 05/2023
Carlsbad Unified School District Carlsbad CA 01/2013 06/2019
Benchmark Financial Wealth Advisors Boca Raton FL 09/2025 Present
Rmh Investment Management Llc Tucson AZ 08/2022 06/2023
University Of Arizona Tucson AZ 08/2022 05/2023
University Of Florida Gainesville FL 06/2024 05/2025
Morgan Stanley Tampa FL 06/2022 08/2022
Traveling Tampa FL 06/2025 09/2025
  • 08/2023 → 06/2024
    Tampa, FL
  • 01/2021 → 12/2021
    Amateurgolf.cOm
    San Diego, CA
  • 08/2019 → 05/2023
    University Of Arizona
    Tucson, AZ
  • 01/2013 → 06/2019
    Carlsbad Unified School District
    Carlsbad, CA
  • 09/2025 → Present
    Benchmark Financial Wealth Advisors
    Boca Raton, FL
  • 08/2022 → 06/2023
    Rmh Investment Management Llc
    Tucson, AZ
  • 08/2022 → 05/2023
    University Of Arizona
    Tucson, AZ
  • 06/2024 → 05/2025
    University Of Florida
    Gainesville, FL
  • 06/2022 → 08/2022
    Tampa, FL
  • 06/2025 → 09/2025
    Traveling
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-01
  • S66 Uniform Combined State Law Examination
    2023-11-01

View on SEC IAPD

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