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DJ

David Jay Bennett

Investment Adviser Representative at EXPAND FINANCIAL GROUP, LLC

Burleson, TXCRD #2648958Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
11 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Jay Bennett has worked in the securities industry since 1996. They are registered to provide investment advisory services in 11 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 11 states
ArizonaCaliforniaFloridaLouisianaNevadaOhioOregonPennsylvaniaTennesseeTexasWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/15/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 9/19/1995
SIE
Securities Industry Essentials Examination
Passed 4/13/2018
Series 7
General Securities Representative Examination
Passed 9/11/1995
Series 24
General Securities Principal Examination
Passed 5/12/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Expand Financial Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EXPAND FINANCIAL GROUP, LLCCurrent
4/13/2018Burleson, TX
G. A. REPPLE & COMPANY
9/1/20064/13/2018Burleson, TX
CALIFORNIA PLAN OF CHURCH FINANCE INC.
3/17/20046/21/2005Fresno, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EXPAND FINANCIAL GROUP, LLC

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View EXPAND FINANCIAL GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Jay Bennett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Jay Bennett - Financial Advisor in Burleson, TX | AdvisorFinder