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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-01 |
Branch Locations
3350 Shelby St. Suite 200, Ontario, CA 91764 • United States
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Agent | Fontana | CA | 06/2009 | Present |
| Foresters Equity | San Diego | CA | 03/2015 | 09/2018 |
| Advisory Alpha Llc | Holland | MI | 09/2018 | Present |
DBA: DINISE FINANCIAL & INSURANCE SOLUTIONS 1. CHARLES F. DINISE; 7331 CORNERSTONE LANE; INVESTMENT-RELATED; OWNER; 40 HOURS PER WEEK; START DATE: 5/2009; SOLICIT AND SELL FIXED INSURANCE PRODUCTS. 2. 1. CHARLES F. DINISE; 7331 CORNERSTONE LANE; INVESTMENT-RELATED; TAX SERVICES/ACCOUNTING; 6 HOURS PER WEEK; STATE DATE: 2/2013; TAX PREPARATION. 3. DINISE FINANCIAL & INSURANCE SOLUTIONS; ONTARIO, CA 91764; OWNER; INVESTED RELATED NON-SECURITIES; 20 HOURS PER WEEK; START DATE: 5/2009; SOLICIT AND SELL FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-29 |
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