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CD

Carmelo J. Dipietro

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CRD#: 1264855
CD

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.

Carmelo Joseph Dipietro, who also goes by Cj Dipietro, was a registered financial professional .

Carmelo is a previously registered financial professional and started their career in finance in 1984. Carmelo had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cj Dipietro

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

September 29, 1998 - November 25, 2013

LIGHTHOUSE FINANCIAL PLANNING

RIA
CRD#: 114093
FOLSOM, CA
Past

January 9, 1995 - July 2, 2001

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

June 12, 1987 - January 3, 1995

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

May 23, 1984 - November 17, 1986

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359

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
Series 63
Date: 9/6/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LF
LIGHTHOUSE FINANCIAL PLANNING
JAMES R. JOHNSON | LIGHTHOUSE FINANCIAL PLANNING, LLC | LIGHTHOUSE FINANCIAL PLANNING, INC. | LIGHTHOUSE FINANCIAL PLANNING | JOHNSON, JAMES RICHARD | JAMES RICHARD JOHNSON

CRD#: 114093 / SEC#: 801-62709

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Contact information


Main Address
101 Park Shore Drive, Suite 100, Folsom, CA 95630
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


LIGHTHOUSE FINANCIAL PLANNING

CRD#: 114093

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