Benjamin Thomas Newhouse

Current Employers

Employment History

• 10/2007 → Present
  Vineyard Asset Management, Llc
  Springfield, MO
• 07/2015 → Present
  Integrated Advisors Network
  Dallas, TX
• 07/2015 → Present
  Dfpg Investments, Inc.
  South Jordan, UT
• 09/2025 → Present
  Diversify Wealth Management, Llc
  Sandy, UT

Previous Registrations

• 2015-08-12 → 2026-08-21
  Integrated Advisors Network Llc
  Springfield, MO
  Dallas, TX
• 2012-07-02 → 2015-07-16
  First Allied Advisory Services, Inc.
  Pueblo, CO
  Edmond, OK
  Springfield, MO
• 2010-05-26 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Springfield, MO
  Edmond, OK
  Edmond, OK
  Pueblo, CO
  Durango, CO
• 2007-11-06 → 2010-05-26
  Osaic Wealth, Inc.
  Springfield, MO
  Broken Arrow, OK
• 2007-11-01 → 2009-12-18
  Vineyard Asset Management, Llc
  Springfield, MO
• 2004-05-12 → 2007-11-06
  Mml Investors Services, Llc
  Springfield, MO
  Branson, MO
• 2002-09-16 → 2004-05-11
  Osaic Wealth, Inc.
  Springfield, MO

Other Businesses

1. Shock Hill Home Owners Assoc; investment-related: No; Breckenridge, CO 80424; Board Member/Officer; serve on HOA board to administer subdivision functions and enforce covenant provisions applying to homes located therein. 1% hours. 2. Vineyard Global Advisors LLC; Investment Related; Springfield, MO; Consultation; Chief Financial Officer & Tax/Legal Counsel; 11/2016; 15% during business hours; Provides legal advice to owner, book-keeping, tax reports. Not involved in any type of securities selection or portfolio management process for this entity, nor any type of communication with securities clients in carrying out duties. 3. Benjamin Newhouse - Sole Proprietor; Non-Investment Related; Springfield, MO; Insurance; Sole Proprietor; 01/2008; 2% during business hours; Solicitation and sales of traditional insurance products, including placement of premium financed insurance policies. 4. Newhouse Professional Consulting, LLC; Non-Investment Related; Springfield, MO; Professional Services; Managing member of LLC; 01/2014; 5% during business hours; Consulting services utilizing my active licenses to practice law and CPA related functions that are provided to select clientele 5. Vineyard Wealth Management, LLC; Investment Related; Springfield, MO; Holding Company; Managing Member; 01/2008; 100% during business hours; Holding company established to receive revenues produced from providing financial services rendered. 6. CAMOCO Holding, LLC; Investment Related; Springfield, MO; Holding company; Chief Financial Officer & Tax / Legal Counsel; 12/2017; 10% during business hours; Serve as the Chief Financial Officer and Tax/Legal Counsel for this entity. I will not have any role or participate in any way in any securities selection or portfolio management that is conducted by any affiliate of this entity. 7. Vineyard Capital Partners, LLC; Investment Related; Springfield, MO; Consulting; Accountant & Legal Counsel; 11/2016; 2% during business hours; Accounting, bookkeeping, legal counsel.  Activity within this OBA does not involve any duties pertaining to any type of securities selection or portfolio management, activity does not involve having any interaction or communication with any securities client.  8. Vineyard Asset Management, LLC; Investment Related; Springfield, MO; LLC; CEO; 1/2008; 85% during business hours; CEO for this entity conducting all broker-dealer or outside registered investment advisory operations in the servicing and advising of client securities accounts. 9. Mission University; Non-Investment Related; Springfield, MO; Education; Trustee; 11/2019; 4% during business hours; Serving as member of this college's Board of Trustees. Evaluate performance of executive officers of the college, approve financial & strategic plan for the college, approve annual budget, initiate directives of executive officers to fulfill. 10. Good Samaritan Boys Ranch Foundation (Board Member / Treasurer) from 7/20/2023 to Current 501(c)(3) charitable foundation that primarily serves the ongoing operations of the Good Samaritan Boys Ranch. 11. Shock Hill Hideaway, LLC (managing member) from 7/10/2023 to Current This LLC is a holding company that owns 100% of Breckenridge Hideaway, LLC. 12. Breckenridge Hideaway, LLC (managing member) from 7/10/2023 to Current short-term vacation rental house 13. JNBN Holdings, LLC (Manager) from 3/25/2022 to Current Holding company to own personally acquired real estate in separate legal form. 14. Timbers at Riverdale Home Owners Assoc., Inc. (Director) from 3/20/2018 to Current 300 James Ford Lane Ozark, MO 65721. Investment related: No. serve on HOA board to administer subdivision functions and enforce covenant provisions applying to homes located therein. 1% during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-29
• S63 Uniform Securities Agent State Law Examination
  2000-01-19

Designations

Other Names

• Ben Newhouse