Bentley E. Blackmon
NAVITER WEALTH
LITTLE ROCK, AR 72202
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CRD#: 2627221
Professional summary
Bentley Edward Blackmon, CFP® is a registered financial advisor currently at NAVITER WEALTH, LLC located in Little Rock, Arkansas.
Bentley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bentley has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BEB LIMITED PARTNERSHIP, LLLP - 10 EDGEHILLD RD, LITTLE ROCK, AR - INVESTMENT RELATED - REAL ESTATE/PRIVATE EQUITY - OWNER - 0 HOURS DEVOTED TO THE BUSINESS - 7/2011 2) Insurance Sales; same address; Non-Investment Related; Less than 10% of time during the month. 3) Premier Clay Investment - Not investment related - December 2018 - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 4) Welsh Land Investors - December 2018 - Not investment related - Passive Investor - 0 hours devoted to the other business - 0 hours devoted during trading hours. 5) Cypress East Investors, LLC - Not investment related - 128 A Courthouse Square, Oxford, MS - December 2018 - Clay harvesting - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 6) Breakwater Investments, LLC Breakwater Investments, LLC - Not investment related - December 2018 - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 7) Big Creek LLC - Not investment related - December 2020 - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 8) Avery Trace LLC - Not investment related - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 9) Goldenrod Companies, LLC - 10340 North 84th St. Omaha, NE 68122 0 investment related - real estate & private equity - investment committee member - start date 12/2021 - 2 hours spent per month during securities - firm guidance, monitoring and investment input 10) 10) Alleviant, LLC - Not investment related - 11501 Huron Ln, , Little Rock, AR.72211 - mental healthcare clinics - board member - started date: 8/19/22 - 1 hours spent per month during securities trading hours - fi rm and operational guidance
CRS (Client Relationship Summary) - RIA
Click below to view Bentley Edward Blackmon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
April 7, 2021 - Present
NAVITER WEALTH, LLC
Office #1: 1 Information Way Suite 400, Little Rock, AR 72202RIA
CRD#: 311508
LITTLE ROCK, AR
Past
February 1, 2003 - October 5, 2020
STEPHENS
RIA
CRD#: 3496
LITTLE ROCK, AR
Past
February 1, 2003 - October 5, 2020
STEPHENS
BD
CRD#: 3496
LITTLE ROCK, AR
Past
September 15, 1995 - February 4, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
LITTLE ROCK, AR
Past
July 17, 1995 - February 4, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NAVITER WEALTH, LLC
NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC
CRD#: 311508 / SEC#: 801-120077
RIA
Registered Investment Advisory firm - (1/4/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(4/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NW
NAVITER WEALTH, LLC
NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC
CRD#: 311508 / SEC#: 801-120077
RIA
Registered Investment Advisory firm - (1/4/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Information Way Suite 400, Little Rock, AR 72202
Mailing Address
Phone number
(501) 333-9800
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,022 |
| AUM (Assets Under Management) | $ 1,454,171,895 |
Red Flags
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Company Information
NAVITER WEALTH, LLC
CRD#: 311508Little Rock, AR 72202TRUST BUT VERIFY
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