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ML

Michael A. Listman

DORGEOLIS CAPITAL LLC
BONNERS FERRY, ID 83805
Some features on this profile are disabled
CRD#: 7438504
ML

Professional summary

Michael Alexander Listman is a registered financial advisor currently at DORGEOLIS CAPITAL LLC located in Bonners Ferry, Idaho.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Information Technology Consulting and Low Voltage Cabling

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Alexander Listman'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®
None

Experience

Current

November 2, 2021 - Present

DORGEOLIS CAPITAL LLC

Office #1: 155 Cottage Ln, Bonners Ferry, ID 83805
RIA
CRD#: 316653
BONNERS FERRY, ID

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
Idaho
(11/2/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/2021
Uniform Investment Adviser Law Examination

Current Firm

DC
DORGEOLIS CAPITAL LLC
DORGEOLIS CAPITAL LLC

CRD#: 316653 / SEC#:

Idaho
Registered Investment Advisory firm - (11/2/2021 Approved)
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Contact information

Main Address
Bonners Ferry, ID
Mailing Address
Phone number
(208) 255-9517
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 3,000,000

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

DORGEOLIS CAPITAL LLC

CRD#: 316653Bonners Ferry, ID 83805

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