Dewitt M. Lovelace
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.
Dewitt Marshall Lovelace JR., who also goes by Dewitt Marshall Lovelace, was a registered financial professional .
Dewitt is a previously registered financial professional and started their career in finance in 2011. Dewitt had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 79 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 17, 2012 - July 30, 2015
COKER & PALMER
October 5, 2011 - April 3, 2012
ARIA CAPITAL ADVISORS, LLC
Primary Firm SEC Registration
COKER & PALMER
CRD#: 29163 / SEC#: 801-77645, 8-44129
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
COKER & PALMER
CRD#: 29163 / SEC#: 801-77645, 8-44129
Contact information
SEC notice filing (10 States and Territories)
FINRA licenses (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 428 |
| AUM (Assets Under Management) | $ 244,065,071 |
Disclosures
| Regulatory Event | 7 |
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.
