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Benefit Investing LLC CRD 329818
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Denver | CO | 08/2023 | 01/2024 |
| Montessori School Of Denver | Denver | CO | 08/2020 | 06/2023 |
| Aurora Public Schools | Aurora | CO | 08/2019 | 08/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2014 | 08/2019 |
| Benefit Investing Llc | Denver | CO | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
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