Dina L. Villalobos
Professional summary
Dina L Villalobos, who also goes by Dina L Malizia, Dina Louise Malizia, Dina L Phillips, Dina Lousie Phillips, Phillips, is a registered financial advisor currently at MOSELEY INVESTMENT MANAGEMENT, INC. located in Bradention, Florida.
Dina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Dina has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dina L Villalobos's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2015 - Present
MOSELEY INVESTMENT MANAGEMENT, INC.
Office #1: 1724 Manatee Avenue W, Bradention, FL 34205May 18, 2007 - January 7, 2015
OSAIC WEALTH, INC.
November 29, 2006 - May 10, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MOSELEY INVESTMENT MANAGEMENT, INC.
CRD#: 124152 / SEC#: 801-107305
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2015)
Exams
Current Firm
MOSELEY INVESTMENT MANAGEMENT, INC.
CRD#: 124152 / SEC#: 801-107305
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 898 |
| AUM (Assets Under Management) | $ 410,370,492 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/21/2024 |
Red Flags
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