Michael G. Disalvo

PURPOSEPATH CAPITAL

QUINCY, IL 62305

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CRD#: 5702935

Professional summary

Michael Gerlando Disalvo, AIF®, CFP®, who also goes by Michael G. Disalvo, Mike G. Disalvo, Mike Disalvo, is a registered financial advisor currently at PURPOSEPATH CAPITAL, LLC located in Quincy, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael G. Disalvo | Mike G. Disalvo | Mike Disalvo

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.

1) LICENSED INSURANCE AGENT. ACTIVITY BEGAN IN 2011 AND REPRESENTS LESS THAN 5 HOURS PER MONTH, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS. 2) CO-OWNER OF PPC TAX, LLC, A TAX PREPARATION FIRM LOCATED IN QUINCY, IL. ACTIVITY BEGAN IN 2024 AND REPRESENTS LESS THAN 10 HOURS PER MONTH, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS. 3) GENERAL PARTNER OF DISALVO FINANCIAL, L.P., A NON-INVESTMENT RELATED LEGAL ENTITY CREATED IN 2015 FOR TAX/ACCOUNTING PURPOSES. ACTIVITY REPRESENTS LESS THAN FIVE HOURS PER MONTH GENERALLY OUTSIDE OF SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gerlando Disalvo'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 26, 2021 - Present

PURPOSEPATH CAPITAL, LLC

Office #1: 636 Hampshire Street Suite 205, Quincy, IL 62305

RIA

CRD#: 315556

QUINCY, IL

Past

March 4, 2011 - November 15, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ST. LOUIS, MO

Past

March 2, 2011 - June 30, 2021

KRILOGY

RIA

CRD#: 149046

ST. LOUIS, MO

Past

November 5, 2009 - March 2, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ST. LOUIS, MO

Past

September 18, 2009 - March 2, 2011

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(3/10/2022)

IAR

Missouri
(8/26/2021)

IAR

Texas
(2/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/13/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/2009

General Securities Representative Examination

Current Firm

PURPOSEPATH CAPITAL, LLC

CRD#: 315556 / SEC#:

Illinois

Registered Investment Advisory firm - (3/9/2022 Approved)

Missouri

Registered Investment Advisory firm - (8/25/2021 Approved)

New York

Registered Investment Advisory firm - (12/13/2024 Terminated)

Texas

Registered Investment Advisory firm - (2/2/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

636 Hampshire Street Suite 205, Quincy, IL 62305

Mailing Address

Phone number

(888) 507-8158

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	385
AUM (Assets Under Management)	$ 65,985,623

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.

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Michael G. Disalvo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gerlando Disalvo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURPOSEPATH CAPITAL, LLC

PURSHE KAPLAN STERLING INVESTMENTS

KRILOGY

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2009

Series 7

Date: 9/17/2009

Current Firm

PURPOSEPATH CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURPOSEPATH CAPITAL, LLC

TRUST BUT VERIFY

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