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Dean J. Lobrutto

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CRD#: 2185140
DL

Professional summary


Dean Joseph Lobrutto was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Dean is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Dean had worked at 4 firms, which includes THE CAMELOT GROUP INC., PAULSON INVESTMENT COMPANY LLC, INVESTORS ASSOCIATES INC., MATHEWS HOLMQUIST & ASSOCIATES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
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

October 31, 1996 - December 17, 1997

THE CAMELOT GROUP, INC.

BD
CRD#: 31091
FT LAUDERDALE, FL
Past

March 13, 1996 - September 10, 1996

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

January 24, 1994 - February 29, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

August 20, 1992 - January 1, 1994

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

BD
CRD#: 22171
Past

January 17, 1992 - August 19, 1992

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ

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
RR
Series 63
Date: 12/16/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TC
THE CAMELOT GROUP, INC.
FIRST AMERICAN EQUITIES, INC. | THE CAMELOT GROUP, INC.

CRD#: 31091 / SEC#: , 8-45288

BD
Terminated by SEC on 01/24/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 05/25/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAMELOT PARTNER, LLCSHAREHOLDER
BEURET, ROBERT ROGEROPTIONS PRINCIPAL; SROP & CROP20718
COHEN, BARRY FRANCISCOMPLIANCE OFFICER1483883

Disclosures


Regulatory Event10
Arbitration4

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


THE CAMELOT GROUP, INC.

CRD#: 31091

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