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Dennis J. Van Uffelen

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CRD#: 1123108
DV

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.

Dennis John Van Uffelen, who also goes by Dennis Van Uffelen, Dennis John Vanuffelen, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1983. Dennis had worked at 13 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dennis Van Uffelen | Dennis John Vanuffelen

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 21, 2011 - December 31, 2012

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
YUCAIPA, CA
Past

June 21, 2011 - December 31, 2012

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
YUCAIPA, CA
Past

November 18, 2010 - May 25, 2011

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
YUCAIPA, CA
Past

November 18, 2010 - May 25, 2011

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
YUCAIPA, CA
Past

October 21, 2010 - November 22, 2010

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
OAK GLEN, CA
Past

January 19, 2010 - October 18, 2010

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
REDLANDS, CA
Past

January 15, 2010 - October 18, 2010

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
REDLANDS, CA
Past

May 7, 2009 - January 19, 2010

ARROWHEAD INVESTMENT CENTER, LLC

RIA
CRD#: 41435
SAN BERNARDINO, CA
Past

September 25, 2008 - April 2, 2009

INTEGRITY PLANNERS INC.

RIA
CRD#: 138265
SAN BERNARDINO, CA
Past

February 1, 2006 - January 19, 2010

ARROWHEAD INVESTMENT CENTER, LLC

BD
CRD#: 41435
SAN BERNARDINO, CA
Past

January 19, 2005 - June 22, 2006

IFMG SECURITIES, INC.

RIA
CRD#: 14416
SAN BERNARDINO, CA
Past

January 19, 2005 - June 22, 2006

IFMG SECURITIES, INC.

BD
CRD#: 14416
SAN BERNARDINO, CA
Past

October 9, 2000 - January 11, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

July 7, 1993 - October 11, 2000

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

February 4, 1991 - June 15, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 4, 1991 - June 15, 1993

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

December 7, 1990 - February 21, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

December 7, 1990 - February 21, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

November 19, 1989 - December 17, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

May 8, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

September 14, 1983 - April 28, 1989

GREAT AMERICAN SECURITIES INC.

BD
CRD#: 7504

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/19/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


EN
ESSEX NATIONAL SECURITIES, LLC
ESSEX NATIONAL SECURITIES, INC. | ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454 / SEC#: 801-70990, 8-41750

BD
Terminated by SEC on 09/13/2016
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Contact information


Main Address
550 Gateway Drive Suite 210, Napa, CA 94558
Mailing Address
Phone number
Established
Delaware since 06/27/2012
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ESSEX NATIONAL HOLDING COMPANY, LLCOWNER
AMARANTE, STEPHEN PAULCHAIRMAN OF BOARD OF DIRECTORS3165067
COONEY, JOHN MICHAELCOO, CHIEF COMPLIANCE OFFICER, CFO, TREASURER, ROSFP1326757
CUMMINGS, WILLIAM FRANCISDIRECTOR4761165
DAVIS, SCOTT KELSOPRESIDENT, CEO, DIRECTOR1252573

Disclosures


Regulatory Event5

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.

Company Information


ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

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