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2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2020-05-04 |
Branch Locations
2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schiavi + Dattani | Wilmington | DE | 10/1998 | Present |
Name of other business: AssetBook, LLC Is business Investment related: No, provides software to investment advisors for portfolio accounting. No investment advice Address of other business: 125 Rickey Boulevard, Unit 453, Bear, DE 19701 Nature of other business: Software Your position: Managing Member Title and relationship with other business: Managing Member Start date of relationship: 3/2014 Approx. # of hours /month devote to other business: Less than 20 hour per month. (5-10% of his time) Number of hours devoted to other business during securities trading hours: Negligible Briefly describe duties: Minimal as most day to day duties outsources to employees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
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