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DB

Dan I. Barish

DIB INVESTMENT MANAGEMENT LLC
Farmington Hills, MI 48334
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CRD#: 2133441
DB

Professional summary


Dan Israel Barish is a registered financial advisor currently at DIB INVESTMENT MANAGEMENT LLC located in Farmington Hills, Michigan and LASALLE ST SECURITIES, L.L.C. located in Farmington Hills, Michigan.

Dan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Dan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.
FIXED INSURANCE; DIB INVESTMENT MGMT- RIA

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dan Israel Barish's 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 7, 2015 - Present

DIB INVESTMENT MANAGEMENT LLC

Office #1: 31313 Northwestern Hwy #205, Farmington Hills, MI 48334
RIA
CRD#: 170501
Farmington Hills, MI
Current

September 8, 2004 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 31313 Northwestern Highway Suite 205, Farmington Hills, MI 48334
BD
CRD#: 7191
Farmington Hills, MI
Past

September 23, 1993 - March 17, 1994

FIMCO SECURITIES GROUP, INC.

BD
CRD#: 30343
PORT WASHINGTON, WI
Past

February 9, 1993 - September 21, 2004

COMERICA SECURITIES

BD
CRD#: 17079
DETROIT, MI
Past

April 2, 1991 - July 27, 1992

USA FINANCIAL GROUP, INC.

BD
CRD#: 17819

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(7/11/2016)
RR
California
(4/5/2005)
RR
Connecticut
(12/3/2021)
RR
Florida
(9/8/2004)
RR
Illinois
(9/15/2017)
RR
Kansas
(8/6/2013)
RR
Kentucky
(10/12/2017)
RR
Michigan
(11/3/2004)
IAR
Michigan
(1/7/2015)
RR
Minnesota
(9/14/2021)
RR
New Jersey
(10/15/2024)
RR
New York
(2/7/2005)
RR
North Carolina
(12/8/2014)
RR
Ohio
(9/10/2025)
RR
Texas
(9/22/2021)
RR
Virginia
(9/23/2021)
RR
Wisconsin
(3/1/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/13/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DI
DIB INVESTMENT MANAGEMENT LLC
DIB INVESTMENT MANAGEMENT LLC

CRD#: 170501 / SEC#:

Michigan
Registered Investment Advisory firm - (1/6/2015 Approved)
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Contact information


Main Address
31313 Northwestern Hwy #205, Farmington Hills, MI 48334
Mailing Address
Phone number
(248) 851-2902
Established
Firm type
Fiscal year end
# of Employees
1

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.

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Company Information


DIB INVESTMENT MANAGEMENT LLC

CRD#: 170501Farmington Hills, MI 48334

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