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Benjamin Graham Waltman

Fisher Investments

Plano, TX

Tampa, FL

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-20
TX RA APPROVED 2026-07-15
  • FL RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-15

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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
Unemployed Chicago IL 05/2025 09/2025
Chick-Fil-A Athens GA 10/2019 12/2024
Indiana University Bloomington IN 08/2022 12/2024
Student Bloomington IN 01/2025 05/2025
Eudaimonia Group Nashville TN 05/2024 08/2024
Student Bloomington IN 08/2023 05/2024
Phoenix Asset Advisors Watkinsville GA 05/2023 08/2023
Wing House Athens GA 06/2023 08/2024
Student Athens GA 08/2015 10/2019
Equitable Advisors, Llc New York NY 09/2025 05/2026
Fisher Investments Tampa FL 07/2026 Present
  • 05/2025 → 09/2025
    Unemployed
    Chicago, IL
  • 10/2019 → 12/2024
    Chick-Fil-A
    Athens, GA
  • 08/2022 → 12/2024
    Indiana University
    Bloomington, IN
  • 01/2025 → 05/2025
    Student
    Bloomington, IN
  • 05/2024 → 08/2024
    Eudaimonia Group
    Nashville, TN
  • 08/2023 → 05/2024
    Student
    Bloomington, IN
  • 05/2023 → 08/2023
    Phoenix Asset Advisors
    Watkinsville, GA
  • 06/2023 → 08/2024
    Wing House
    Athens, GA
  • 08/2015 → 10/2019
    Student
    Athens, GA
  • 09/2025 → 05/2026
    Equitable Advisors, Llc
    New York, NY
  • 07/2026 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-05
  • S66 Uniform Combined State Law Examination
    2025-08-05
Other Names
  • Benjamin Waltman
  • Ben Waltman

View on SEC IAPD

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