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DH

Dale R. Hajost

BUILDER INVESTMENT GROUP
ATLANTA, GA 30326
Some features on this profile are disabled
CRD#: 1871128
DH

Professional summary


Dale Robert Hajost is a registered financial advisor currently at BUILDER INVESTMENT GROUP located in Atlanta, Georgia.

Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Dale has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
BIG PARTNERS VI; INVESTMENT-RELATED; TOWER PLACE 100, SUITE 1775, 3340 PEACHTREE RD. NE, ATLANTA, GA 30326; POOLED INVESTMENT VEHICLE; CO-GENERAL PARTNER; 1999; 5 HOURS/MONTH (3 TRADING HOURS/MONTH); CO-GENERAL PARTNER TO PASSIVE PRIVATE EQUITY PARTNERSHIP

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dale Robert Hajost's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 17, 2005 - Present

BUILDER INVESTMENT GROUP

Office #1: Tower Place 100, Suite 1775 3340 Peachtree Rd., Ne, Atlanta, GA 30326
RIA
CRD#: 107671
ATLANTA, GA
Past

December 10, 1991 - December 31, 1992

ARGENT SECURITIES, INC.

BD
CRD#: 15297
Past

February 28, 1991 - December 6, 1991

CENPAC SECURITIES CORP.

BD
CRD#: 16089
Past

July 27, 1990 - March 6, 1991

FINANCIAL EQUITIES RESOURCES, INC.

BD
CRD#: 13810
Past

August 25, 1988 - July 26, 1990

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BUILDER INVESTMENT GROUP
BUILDER INVESTMENT GROUP | BUILDER INVESTMENT GROUP INC

CRD#: 107671 / SEC#: 801-19907

RIA
Registered Investment Advisory firm - (10/1/1983 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(1/17/2005)
IAR
Texas
(3/31/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/6/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BI
BUILDER INVESTMENT GROUP
BUILDER INVESTMENT GROUP | BUILDER INVESTMENT GROUP INC

CRD#: 107671 / SEC#: 801-19907

RIA
Registered Investment Advisory firm - (10/1/1983 Approved)
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Contact information


Main Address
4401 Northside Pkwy Nw Suite 520, Atlanta, GA 30327
Mailing Address
Phone number
(404) 233-9341
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BIG CLIENT BROCHURE (3/18/2025)

Regulatory assets under management


Total Number of Accounts573
AUM (Assets Under Management)$ 837,804,375

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/16/2025
Cover Page
05/03/2024
09/07/2023
04/27/2022

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


BUILDER INVESTMENT GROUP

CRD#: 107671Atlanta, GA 30326

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