Taylor J. Bennett

TRINITY STRATEGIC WEALTH

TULSA, OK 74136

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CRD#: 6866485

Professional summary

Taylor James Bennett, who also goes by Tj Bennett, is a registered financial advisor currently at TRINITY STRATEGIC WEALTH located in Tulsa, Oklahoma.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Taylor has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tj Bennett

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)Name of Business: Trinity Strategic Wealth Address: 1375 E 71st St, Tulsa, OK, 74136-5035, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/26/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is just a DBA. (2)Name of Business: Trinity Strategic Wealth Address: 1375 E 71st St, Tulsa, OK, 74136, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor James Bennett's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 2, 2025 - Present

TRINITY STRATEGIC WEALTH

Office #1: 1375 E. 71st Street, Tulsa, OK 74136

RIA

CRD#: 337956

TULSA, OK

Past

December 6, 2019 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Tulsa, OK

Past

November 18, 2019 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TULSA, OK

Past

November 16, 2017 - November 28, 2018

TB CAPITAL MANAGEMENT

RIA

CRD#: 290178

BROKEN ARROW, OK

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

Oklahoma
(10/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/6/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/28/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/18/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/24/2019

Securities Industry Essentials Examination

Current Firm

TRINITY STRATEGIC WEALTH

TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.

CRD#: 337956 / SEC#: 801-134209

RIA

Registered Investment Advisory firm - (8/27/2025 120-Day Approval)

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Contact information

Main Address

1375 E. 71st Street, Tulsa, OK 74136

Mailing Address

Phone number

(918) 492-2150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRINITY STRATEGIC WEALTH FORM ADV PART 2A 7-2025 (10/22/2025)

TRINITY STRATEGIC WEALTH FORM ADV PART 2A APPENDIX 1 7-2025 (10/22/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Taylor J. Bennett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor James Bennett's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINITY STRATEGIC WEALTH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TB CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 12/6/2019

Series 65

Date: 3/28/2017

Series 7TO

Date: 11/18/2019

SIE

Date: 10/24/2019

Current Firm

TRINITY STRATEGIC WEALTH

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TRINITY STRATEGIC WEALTH

TRUST BUT VERIFY

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