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JD

Joseph N. Dinunno

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CRD#: 2121073
JD

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.

Joseph Nicholas Dinunno JR., who also goes by Joseph Dihunno, Joe Dinunno, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 2015. Joseph had worked at 2 firms and has passed the Series 65, SIE and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Dihunno | Joe Dinunno

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.
MR. DINUNNO CREATED INSIGHTFUL IDEAS, INC., A WHOLLY OWNED ENTITY, IN FEBRUARY 2002. THE BUSINESS PROVIDES FINANCIAL ANALYSIS AND MODELING SERVICES TO OTHER BUSINESSES. THE BUSINESS IN NOT INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS 5805 STATE BRIDGE RD, SUITE G 423, JOHNS CREEK, GA 30022. MR. DINUNNO SPENDS APPROXIMATELY 8 HOURS PER MONTH ON THIS BUSINESS OUTSIDE OF SECURITIES TRADING HOURS. ARISTA CONSULTING GROUP, LLC - INVESTMENT-RELATED - AT REPORTED BUSINESS LOCATION(S) - INSURANCE AGENCY AND THIRD-PARTY ADMINISTRATOR - INVESTMENT ANALYST - START DATE: 12/24/2021 - 158 HOURS/MONTH - 158 HOURS/MONTH DURING REGULAR SECURITIES TRADING HOURS - INVESTMENT FUND RESEARCH AND RETIREMENT PLAN DESIGN AND MONITORING LPL FINANCIAL, LLC - INVESTMENT-RELATED - ADDRESS: 1055 LPL WAY, FORT MILL, SC 29715 - BROKER-DEALER - NON LICENSED ASSISTANT - START DATE: 2/2/2022 - 2 HOURS/MONTH - 2 HOURS/MONTH DURING REGULAR SECURITIES TRADING HOURS - INVESTMENT PORTFOLIO DESIGN AND REVIEW

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

August 29, 2022 - August 29, 2023

ARISTA CONSULTING GROUP

RIA
CRD#: 292330
BIG SKY, MT
Past

November 20, 2015 - January 25, 2022

FIDUCIARYVEST, LLC

RIA
CRD#: 134351
ATLANTA, GA

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: 9/23/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/27/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/13/1990
National Commodity Futures Examination

Current Firm


AC
ARISTA CONSULTING GROUP
ARISTA ADVISORY GROUP, LLC | ARISTA CONSULTING GROUP

CRD#: 292330 / SEC#:

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Contact information


Main Address
Sautee Nacoochee, GA
Mailing Address
Dpt # 37053 2500 Dallas Highway Suite 202, Marietta, GA 30064
Phone number
(678) 533-6040
Established
Firm type
Fiscal year end
# of Employees
4

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


ARISTA CONSULTING GROUP

CRD#: 292330

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