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Dennis Fogarty

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CRD#: 5972809
DF

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 Fogarty, who also goes by Dennis Michael Fogarty, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 2011. Dennis had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dennis Michael Fogarty

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 17, 2015 - March 16, 2016

ADVANTAGE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 146236
NAPLES, FL
Past

June 9, 2015 - March 31, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
NAPLES, FL
Past

May 28, 2013 - May 22, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
FORT MYERS, FL
Past

May 22, 2013 - May 22, 2015

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
FORT MYERS, FL
Past

January 10, 2012 - May 13, 2013

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
FORT MYERS, FL
Past

October 26, 2011 - May 13, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
FORT MYERS, FL

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


State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AI
ADVANTAGE INVESTMENT MANAGEMENT, LLC
ADVANTAGE FINANCIAL GROUP | WEALTH STRATEGIES GROUP INC | TL FINANCIAL GROUP | TACKMAN CAPITAL MANAGEMENT | STUCKEY & ASSOCIATES | STRATEGIC CAPITAL ADVISERS LLC | SOUDERS FINANCIAL GROUP | SENTRY WEALTH ADVOCATES | SCHMOCKER FINANCIAL SERVICES | SCH FINANCIAL GROUP, LLC | PERSONAL PLANNING LLC | NET WORTH ADVISORS | KEYSTONE RETIREMENT RESOURCES INC | JONES INVESTMENTS | HUMAN FINANCIAL | HT BOLEN & ASSOCIATES | EDSB INVESTMENT CENTER | DETRAY INVESTMENT GROUP | CROSSROADS FINANCIAL | CORNERSTONE FINANCIAL GROUP | CORNERSTONE FINANCIAL | BYNUM FINANCIAL GROUP | ARETI FINANCIAL INC. | ANDERSON INVESTMENT CONSULTING | AMDG FINANCIAL ADVISING & SUCCESSION PLANNING | ADVANTAGE INVESTMENT MANAGEMENT, LLC | ADVANTAGE FINANCIAL SERVICES GROUP

CRD#: 146236 / SEC#: 801-69551

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Contact information


Main Address
222 3rd Ave Se Suite 269, Cedar Rapids, IA 52401
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


ADVANTAGE INVESTMENT MANAGEMENT, LLC

CRD#: 146236

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