AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DW

Dennis J. Watcke

Some features on this profile are disabled
CRD#: 1639087
DW

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 James Watcke, who also goes by Dennis Watcke, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1987. Dennis had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dennis Watcke

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

November 4, 2010 - July 24, 2013

FUTURE FINANCIAL PARTNERS

RIA
CRD#: 147550
JACKSONVILLE, FL
Past

May 18, 2010 - December 31, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
JACKSONVILLE, FL
Past

May 8, 2008 - February 3, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

January 18, 2006 - April 7, 2008

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
ST. AUGUSTINE, FL
Past

December 1, 1999 - November 5, 2004

LIBERTY LIFE SECURITIES LLC

BD
CRD#: 47737
DOVER, NH
Past

March 25, 1987 - December 1, 1999

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY

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
IAR
Series 65
Date: 9/24/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


FF
FUTURE FINANCIAL PARTNERS
DELLA PORTA FINANCIAL ADVISORS | FUTURE FINANCIAL PARTNERS, INC. | FUTURE FINANCIAL PARTNERS | DP FINANCIAL ADVISORS | DELLA PORTA FINANCIAL ADVISORS, INC

CRD#: 147550 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7807 Baymeadows Road East Suite 301, Jacksonville, FL 32256
Mailing Address
P.o. Box 550812, Jacksonville, FL 32255
Phone number
(904) 438-5323
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts416
AUM (Assets Under Management)$ 66,905,024

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


FUTURE FINANCIAL PARTNERS

CRD#: 147550

TRUST BUT VERIFY

Monitor Dennis Watcke

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.