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DJ

Dennis N. Joannides

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CRD#: 258732
DJ

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.

Dennis Nicholas Joannides was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1970. Dennis had worked at 7 firms and has passed the Series 63, Series 1, Series 24 and Series 00 exams.

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

December 5, 2008 - June 10, 2014

STURNIOLO JOSEPH S & ASSOCIATES INC

RIA
CRD#: 107609
DENVER, CO
Past

October 31, 2008 - December 31, 2008

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
GILBERT, AZ
Past

October 31, 2008 - June 2, 2014

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
GILBERT, AZ
Past

May 1, 2003 - November 5, 2008

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
CENTENNIAL, CO
Past

January 25, 2002 - November 5, 2008

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
CENTENNIAL, CO
Past

January 1, 1999 - June 17, 2003

JOANNIDES & ASSOCIATES, LLC

RIA
CRD#: 113477
CENTENNIAL, CO
Past

February 3, 1994 - January 28, 2002

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

February 8, 1974 - February 11, 1994

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

August 3, 1970 - February 8, 1974

GLICOA ASSOCIATES, INC.

BD
CRD#: 1947

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: 10/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 6/24/1966
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 9/26/1969
General Securities Principal Examination

Current Firm


SJ
STURNIOLO JOSEPH S & ASSOCIATES INC
CHAOS CANCELLED | STURNIOLO JOSEPH S & ASSOCIATES INC | STRATEGIC CONSULTING | STEWARDSHIP MINISTRIES | ROAR | MORTGAGE DIRECT LLC. | KARDIA FAMILY WEALTH COUNSELING | JOSEPH S STURNIOLO | INDEPENDENT INSURANCE AGENT WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY | DONOR MOTIVATION PROGRAM | CRY OF THE HEART

CRD#: 107609 / SEC#: 801-52144

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Contact information


Main Address
7535 East Hampden Ave Suite 501, Denver, CO 80231
Mailing Address
Phone number
(303) 695-4363
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts128
AUM (Assets Under Management)$ 52,502,003

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


STURNIOLO JOSEPH S & ASSOCIATES INC

CRD#: 107609

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