Dwight A. Mikulis
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Dwight Andrew Mikulis, CFP® was a registered financial professional .
Dwight is a previously registered financial professional and started their career in finance in 1981. Dwight had worked at 3 firms and has passed the Series 63, Series 62, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 1, 1993 - May 27, 2021
PINNACLE ADVISORY GROUP, INC.
January 19, 1993 - December 31, 1998
GROVE POINT INVESTMENTS, LLC
October 5, 1981 - January 11, 1993
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 62
Date: 8/15/1991
Corporate Securities Limited Representative ExaminationCurrent Firm
PINNACLE ADVISORY GROUP, INC.
CRD#: 107757 / SEC#: 801-43156
Contact information
Red Flags
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