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Current Employers
Benefit Financial Services Group

2040 Main Street Suite 720, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-06
CA RA APPROVED 2022-12-12
  • NC RA
    APPROVED
    Since 2025-01-06
  • CA RA
    APPROVED
    Since 2022-12-12

Branch Locations

Holly Ridge, NC • United States

2040 Main Street Suite 720, Irvine, CA 92614 • 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
Benefit Financial Services Group Irvine CA 06/2021 Present
Bentley University Undergraduate Admissions Waltham MA 09/2018 04/2021
Aon Stamford CT 06/2019 08/2019
Ridgefield Operation For Animal Rescue Ridgefield CT 04/2017 02/2019
Bissell Pharmacy Ridgefield CT 08/2016 02/2017
Full Time Student Ridgefield CT 09/2011 08/2018
  • 06/2021 → Present
    Irvine, CA
  • 09/2018 → 04/2021
    Bentley University Undergraduate Admissions
    Waltham, MA
  • 06/2019 → 08/2019
    Aon
    Stamford, CT
  • 04/2017 → 02/2019
    Ridgefield Operation For Animal Rescue
    Ridgefield, CT
  • 08/2016 → 02/2017
    Bissell Pharmacy
    Ridgefield, CT
  • 09/2011 → 08/2018
    Full Time Student
    Ridgefield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12

View on SEC IAPD

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