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David Lloyd Bennett

Managing Member & Chief Compliance OfficerUnify Financial LLCCRD 4761782

About David Lloyd Bennett

David Lloyd Bennett is listed as Managing Member & Chief Compliance Officer at Unify Financial LLC in Clearwater, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Unify Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Lloyd Bennett work?

David Lloyd Bennett is listed as Managing Member & Chief Compliance Officer at Unify Financial LLC on SEC Form ADV.

How much of Unify Financial LLC does David Lloyd Bennett own?

Form ADV reports a beneficial ownership band of Over 75%.

Unify Financial LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2023
View Unify Financial LLC →