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Benjamin Paul Greenman

Core Wealth Advisors, Inc.

Lakeland, FL

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Current Employers
Core Wealth Advisors, Inc.

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-31
  • FL RA
    APPROVED
    Since 2023-10-31

Branch Locations

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • 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
Core Wealth Advisors Lakeland FL 08/2023 Present
Florida Southern College Lakeland FL 08/2019 05/2023
All Saints Academy Winter Haven FL 08/2017 05/2019
The Principia St. Louis MO 08/2013 06/2017
  • 08/2023 → Present
    Core Wealth Advisors
    Lakeland, FL
  • 08/2019 → 05/2023
    Florida Southern College
    Lakeland, FL
  • 08/2017 → 05/2019
    All Saints Academy
    Winter Haven, FL
  • 08/2013 → 06/2017
    The Principia
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-27
  • S65 Uniform Investment Adviser Law Examination
    2023-10-27
Designations

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

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