Gregory Bentley has been an investment adviser representative at Exodus Wealth since February 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
- Exodus Wealth, LLCCurrent– present · 6 yearsSan Ramon, CA · Adviser representative · Firm CRD 174328
- – · 4 yearsSan Ramon, CA · Adviser representative · Firm CRD 174328
Investment adviser representative registrations
Gregory Bentley is registered as an investment adviser representative in California, as a resident of California, since February 2020.
- CaliforniaResidentSince 19 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 22 March 2012 |
| Series 24 | General Securities Principal Examination | 28 September 2009 |
| Series 7 | General Securities Representative Examination | 26 November 2008 |
| Series 31 | Futures Managed Funds Examination | 7 September 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 July 2003 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 18 March 1993 |
| Series 1 | Registered Representative Examination | 26 February 1980 |
- Name
- Municipal Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Registered Representative Examination
- Full name
- Gregory John Bentley
- CRD
- 705379
- Firm
- Exodus Wealth · CRD 174328
- Office
- 2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1984
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gregory Bentley work?
Gregory Bentley is an investment adviser representative registered through Exodus Wealth, LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Bentley a financial advisor?
Yes. Gregory Bentley has a current investment-adviser registration in California, through Exodus Wealth since February 2020.
How many years of experience does Gregory Bentley have?
Gregory Bentley has 42 years in the financial industry, since March 1984, across 1 adviser firm.
What exams has Gregory Bentley passed?
Gregory Bentley has passed 9 licensing exams: the Series 1, Series 26, Series 63, Series 31, Series 7, Series 24, Series 53, Series 99TO and Series 52TO. The earliest, the Series 1, was passed in February 1980. FINRA credited Gregory Bentley with the SIE, which began in October 2018.
Where did Gregory Bentley work before Exodus Wealth?
Before Exodus Wealth, Gregory Bentley was registered through Prosperity Wealth Management, Inc., February 2015 to December 2019.
Where is Gregory Bentley based?
Gregory Bentley’s registered office is in San Ramon, CA.
Is Gregory Bentley registered with FINRA?
Yes. Gregory Bentley has a current broker registration, under CRD 705379.
Source: FINRA BrokerCheck
How can I verify Gregory Bentley’s record?
Search CRD 705379 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gregory Bentley’s full registration record.