Michael L. Dibartolomeo
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.
Michael Loren Dibartolomeo, who also goes by Michael L Dibartolomeo, Mike Dibartolomeo, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2022. Michael had worked at 2 firms and has passed the SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 5, 2022 - August 8, 2023
PRIMUS FINANCIAL SERVICES, LLC
April 30, 2022 - August 8, 2023
INTERNATIONAL ASSETS ADVISORY, LLC
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
PRIMUS FINANCIAL SERVICES, LLC
CRD#: 307060 / SEC#: , 8-70491
Contact information
FINRA licenses (21 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PECUNIA MANAGEMENT, LLC | OWNER | |
| COFRANCESCO, EDWARD RICHARD | CEO | 2305035 |
| HARRIS, KEVIN ANDRE | FINOP | 7061906 |
| LAMPMAN, MATTHEW EDWARD | PRESIDENT | 6132493 |
| MOORE, ANN KATHERINE | CHIEF BUSINESS DEVELOPMENT OFFICER | 5535928 |
| NICHOLSON, MYRA PEARLE | CHIEF LEGAL OFFICER, CHIEF RISK OFFICER | 2740029 |
| WEINBERGER, DAVID S | CHIEF FINANCIAL OFFICER, CHIEF REGULATORY OFFICER | 2676116 |
| WEISS, RICHARD JAY | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 2523174 |
Red Flags
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