David J. Bennett
Professional summary
David Jay Bennett, who also goes by David J Bennett, is a registered financial advisor currently at EXPAND FINANCIAL GROUP, LLC located in Burleson, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Jay Bennett's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2018 - Present
EXPAND FINANCIAL GROUP, LLC
September 1, 2006 - April 13, 2018
G. A. REPPLE & COMPANY
September 1, 2006 - April 13, 2018
G. A. REPPLE & COMPANY
March 17, 2004 - June 21, 2005
STRONGTOWER FINANCIAL, INC.
January 18, 2000 - September 5, 2006
STRONGTOWER FINANCIAL, INC.
September 12, 1995 - May 5, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/11/2022)
(8/29/2018)
(12/11/2023)
(4/16/2018)
(8/31/2023)
(8/11/2021)
(11/14/2022)
(11/5/2021)
(10/21/2020)
(4/13/2018)
(6/24/2024)
Exams
Current Firm
EXPAND FINANCIAL GROUP, LLC
CRD#: 293160 / SEC#: 801-134940
Contact information
Regulatory assets under management
| Total Number of Accounts | 710 |
| AUM (Assets Under Management) | $ 106,807,419 |
Red Flags
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