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DB

Dante P. Bartoletti

ALPINA CAPITAL
DENVER, CO 80206
Some features on this profile are disabled
CRD#: 4541866
DB

Professional summary

Dante Paul Bartoletti is a registered financial professional currently at ALPINA CAPITAL, LLC located in Denver, Colorado and ASSUREDPARTNERS FINANCIAL SERVICES located in Tampa, Florida.

Dante is registered as a RR (Registered Representative) and started their career in finance in 2005. Dante has worked at 19 firms and has passed the SIE, Series 99TO and Series 27 exams.

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) - BD

Click below to view Dante Paul Bartoletti'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

May 2, 2008 - Present

ALPINA CAPITAL, LLC

Office #1: 55 Madison Street Suite 525, Denver, CO 80206
BD
CRD#: 145794
DENVER, CO
Current

January 31, 2020 - Present

ASSUREDPARTNERS FINANCIAL SERVICES

Office #1: 4600 W. Cypress Suite 405, Tampa, FL 33607
BD
CRD#: 304454
TAMPA, FL
Past

September 27, 2019 - June 10, 2020

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH
Past

July 23, 2010 - November 29, 2012

FARRELL MARSH & CO.

BD
CRD#: 31971
KING OF PRUSSIA, PA
Past

June 30, 2009 - March 11, 2010

H. G. WELLINGTON & CO., INC.

BD
CRD#: 7536
NEW YORK, NY
Past

March 9, 2009 - July 31, 2009

TELSEY ADVISORY GROUP LLC

BD
CRD#: 148234
NEW YORK, NY
Past

November 24, 2008 - September 30, 2011

TRIPLE A PARTNERS LLC

BD
CRD#: 142790
VENICE, CA
Past

November 12, 2008 - April 7, 2009

SANTA RITA PARTNERS, INC.

BD
CRD#: 147489
SAN DIEGO, CA
Past

June 16, 2008 - February 10, 2011

O'CONNOR & COMPANY SECURITIES INC.

BD
CRD#: 146787
NEWPORT BEACH, CA
Past

May 23, 2008 - October 4, 2011

XTON FINANCIAL LLC

BD
CRD#: 132847
NEW YORK, NY
Past

March 10, 2008 - December 10, 2008

ZELMAN PARTNERS, LLC

BD
CRD#: 145187
BAY VILLAGE, OH
Past

March 7, 2008 - May 8, 2009

FRANK CRYSTAL CAPITAL, INC.

BD
CRD#: 141490
NEW YORK, NY
Past

May 15, 2007 - January 3, 2011

LONDON & PACIFIC CAPITAL ADVISORS, LLC

BD
CRD#: 142901
EL SEGUNDO, CA
Past

April 23, 2007 - February 26, 2008

TRICOR FINANCIAL, LLC

BD
CRD#: 142518
LAS VEGAS, NV
Past

June 28, 2006 - May 7, 2009

AMPER INVESTMENT BANKING L.L.C.

BD
CRD#: 135459
EDISON, NJ
Past

April 10, 2006 - February 6, 2007

YELLOW CARDINAL CORPORATE FINANCE, LLC

BD
CRD#: 135111
WEST CHESTER, OH
Past

March 15, 2006 - April 30, 2007

LOCKTON INVESTMENT SECURITIES, LLC

BD
CRD#: 137476
KANSAS CITY, MO
Past

May 5, 2005 - April 17, 2018

DEMOCRACY FUNDING LLC

BD
CRD#: 122804
ARLINGTON, VA
Past

March 8, 2005 - May 5, 2005

GT SECURITIES, INC.

BD
CRD#: 116012
LOS ANGELES, CA

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

General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 3/7/2005
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ASSUREDPARTNERS FINANCIAL SERVICES
ASSUREDPARTNERS FINANCIAL SERVICES | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS FINANCIAL SERVICES, LLC

CRD#: 304454 / SEC#: , 8-70374

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4600 W. Cypress Suite 140, Lake Mary, FL 32746
Mailing Address
4600 W. Cypress Suite 405, Tampa, FL 33607
Phone number
(407) 708-0050
Established
Delaware since 04/19/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
ASSUREDPARTNERS CAPITAL, INC.SOLE MEMBER
AMAYA, PATRICKPRESIDENT AND CHIEF COMPLIANCE OFFICER4519000
BARTOLETTI, DANTE PAULFINOP4541866
HENDERSON, JIMMY WILSONELECTED MANAGER7049388
KINNETT, STANLEY KSECRETARY4668411

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

ASSUREDPARTNERS FINANCIAL SERVICES

CRD#: 304454Denver, CO 80206

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