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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-04 |
| OK | RA | APPROVED | 2018-11-02 |
Branch Locations
2932 Nw 122Nd St Suite 19, Oklahoma City, OK 73120 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benchmark Financial | Oklahoma City | OK | 07/1985 | Present |
| Sii | Oklahoma City | OK | 04/2014 | 11/2018 |
| Royal Alliance Associates, Inc. | Oklahoma City | OK | 11/2018 | Present |
1) BENCHMARK FINANCIAL GROUP, LLC POSITION: President NATURE: Benchmark Financial Group, LLC is an LLC Oklahoma Based Corp. It is an insurance agency, and an employee benefits agency. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2018 ADDRESS: 2932 NW 122 #19, Oklahoma City OK 73120, United States DESCRIPTION: Agency Management, Supervision and Marketing. 2) BENCHMARK FINANCAL GROUP LLC POSITION: President NATURE: We are an LLC Insurance Agency. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/07/1985 ADDRESS: 2932 NW 122, Suite 19, Oklahoma City OK 73120, United States DESCRIPTION: Marketing, Sales and Administration. 3) BENCHMARK FINANCIAL GROUP, LLC POSITION: President NATURE: Benchmark Financial Group, LLC is an LLC Oklahoma Based Corp. It is an insurance agency, and an employee benefits agency. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2018 ADDRESS: 2932 NW 122 #19, Oklahoma City OK 73120, United States DESCRIPTION: Agency Management, Supervision and Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-20 |
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