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Dennis Alexander Karpenko

Rmr Wealth Builders, Inc.

Montclair, NJ

CRD 7320492

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Employer firm

Rmr Wealth Builders, Inc. CRD 169005

$2.89B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rmr Wealth Builders, Inc.

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-11-10
  • NJ RA
    APPROVED
    Since 2021-11-10

Branch Locations

111 Grove Street Suite 203, Montclair, NJ 07042 • 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
Rmr Wealth Builders Montclair NJ 12/2020 Present
Assured Guaranty Manhattan NY 06/2019 08/2019
Always A Beautiful Smile Brooklyn NY 06/2018 08/2018
Student Oradell NJ 06/2011 05/2018
Unemployed Oradell NJ 08/2019 11/2020
Unemployed Oradell NJ 09/2018 05/2019
Calton & Associates, Inc. Tampa FL 12/2020 Present
  • 12/2020 → Present
    Rmr Wealth Builders
    Montclair, NJ
  • 06/2019 → 08/2019
    Assured Guaranty
    Manhattan, NY
  • 06/2018 → 08/2018
    Always A Beautiful Smile
    Brooklyn, NY
  • 06/2011 → 05/2018
    Student
    Oradell, NJ
  • 08/2019 → 11/2020
    Unemployed
    Oradell, NJ
  • 09/2018 → 05/2019
    Unemployed
    Oradell, NJ
  • 12/2020 → Present
    Calton & Associates, Inc.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-09
S63 Uniform Securities Agent State Law Examination 2021-08-12
  • S65 Uniform Investment Adviser Law Examination
    2021-11-09
  • S63 Uniform Securities Agent State Law Examination
    2021-08-12

View on SEC IAPD

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