Dennis B. Munsey
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 Byron Munsey MR., who also goes by Dennis Byron Munsy Mr., was a registered financial professional .
Dennis is a previously registered financial professional and started their career in finance in 2001. Dennis had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 14, 2011 - December 9, 2014
DESCHUTES INVESTMENT CONSULTING, LLC
March 3, 2006 - November 23, 2011
DESCHUTES INVESTMENT ADVISORS, INC.
September 3, 2004 - December 31, 2005
KMS FINANCIAL SERVICES, INC.
September 14, 2001 - December 31, 2004
DESCHUTES INVESTMENT ADVISORS, INC.
Primary Firm SEC Registration
DESCHUTES INVESTMENT CONSULTING, LLC
CRD#: 155312 / SEC#: 801-72021
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
DESCHUTES INVESTMENT CONSULTING, LLC
CRD#: 155312 / SEC#: 801-72021
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 2,474,201,625 |
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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