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Benefit Financial Services Group CRD 143617
$1.54B regulatory AUM 99 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2040 Main Street Suite 720, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-09 |
| CA | RA | APPROVED | 2007-08-22 |
Branch Locations
2040 Main Street Suite 720, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bfsg, Llc | Irvine | CA | 08/2007 | Present |
| Benefit Financial Services Group | Irvine | CA | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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