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Michael Anthony Derosa

Dovetail Wealth Management, LLC

Taylor, TX

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Current Employers
Dovetail Wealth Management, Llc

301 North Main Street, Taylor, TX 76574 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-01-09
  • TX RA
    APPROVED_RES
    Since 2018-01-09

Branch Locations

301 North Main Street, Taylor, TX 76574 • 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
Sii Investments, Inc. Appleton WI 07/2003 03/2017
Self Employed Taylor TX 03/2017 01/2018
Dovetail Wealth Management, Llc Taylor TX 01/2018 Present
My Legacy Advisors, Llc Hopkins MN 05/2019 Present
  • 07/2003 → 03/2017
    Sii Investments, Inc.
    Appleton, WI
  • 03/2017 → 01/2018
    Self Employed
    Taylor, TX
  • 01/2018 → Present
    Dovetail Wealth Management, Llc
    Taylor, TX
  • 05/2019 → Present
    My Legacy Advisors, Llc
    Hopkins, MN
Previous Registrations
  • 2003-08-14 → 2017-03-30
    Sii Investments, Inc.
    Appleton, WI
    Appleton, WI
Other Businesses

PUBLIC NOTARY - THAT OF NOTARIZING DOCUMENTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    1999-12-23
Other Names
  • Michael A De Rosa
  • Michael Anthony De Rosa

View on SEC IAPD

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LPL FINANCIAL LLC

Other Investors

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Christopher James Carruthers
Mary Ann Yi
Donovan Mark Gaudin
William Richard Britten
Jessica Catherine Humphreys
Mark Alan Thompson
Joel A Bravo

Other Offices

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · Taylor, TX
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · Taylor, TX
EDWARD JONES · TAYLOR, TX
EDWARD JONES · Taylor, TX
EDWARD JONES · HUTTO, TX
CETERA INVESTMENT ADVISERS LLC · HUTTO, TX
CETERA INVESTMENT ADVISERS LLC · Hutto, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Hutto, TX

More in Taylor, TX

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