Best Investors Account Sign in
Inactive

Dino Patelis

Amc Wealth Management, LLC

Milton, GA

Chicago, IL

Claim This Profile
Current Employers
Amc Wealth Management, Llc

Chicago, IL • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-12-03
  • GA RA
    APPROVED
    Since 2021-12-03

Branch Locations

Milton, GA • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chief Asset Management Group Roswell GA 01/1989 05/2019
American Global Wealth Management, Inc. Mcdonough GA 06/2017 04/2019
Edward Jones St.LOuis MO 05/2019 02/2021
Amc Wealth Management, Llc Chicago IL 08/2021 Present
Unemployed Milton GA 02/2021 07/2021
Cape Investment Advisory, Inc. Mcdonough GA 07/2017 04/2018
  • 01/1989 → 05/2019
    Chief Asset Management Group
    Roswell, GA
  • 06/2017 → 04/2019
    American Global Wealth Management, Inc.
    Mcdonough, GA
  • 05/2019 → 02/2021
    Edward Jones
    St.LOuis, MO
  • 08/2021 → Present
    Amc Wealth Management, Llc
    Chicago, IL
  • 02/2021 → 07/2021
    Unemployed
    Milton, GA
  • 07/2017 → 04/2018
    Cape Investment Advisory, Inc.
    Mcdonough, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-21
S65 Uniform Investment Adviser Law Examination 1999-06-07
S63 Uniform Securities Agent State Law Examination 1998-09-01
  • S66 Uniform Combined State Law Examination
    2016-03-21
  • S65 Uniform Investment Adviser Law Examination
    1999-06-07
  • S63 Uniform Securities Agent State Law Examination
    1998-09-01
Other Names
  • Dean Patelis
  • Dino Patelis

View on SEC IAPD

More in Milton, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor