Presley K. Dennis
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.
Presley Keith Dennis, who also goes by Keith Presley Dennis, was a registered financial advisor .
Presley is a previously registered financial advisor and started their career in finance in 1999. Presley had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2009 - April 28, 2009
ENVISION INVESTMENT ADVISORS, LLC
July 20, 2007 - December 31, 2008
ENVISION INVESTMENT ADVISORS, LLC
September 30, 2005 - June 13, 2007
ALLSTATE FINANCIAL SERVICES, LLC
October 8, 2002 - September 26, 2005
WOODBURY FINANCIAL SERVICES, INC.
November 9, 1999 - October 8, 2002
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ENVISION INVESTMENT ADVISORS, LLC
CRD#: 143667 / SEC#: 801-67791
Contact information
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.
