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Inactive

David Patrick Angeline

Karpus Investment Management

Pittsford, NY

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Current Employers
Karpus Investment Management

183 Sully'S Trail, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-04
TX RA APPROVED 2022-07-29
NY RA APPROVED 2022-01-07
  • FL RA
    APPROVED
    Since 2022-12-04
  • TX RA
    APPROVED
    Since 2022-07-29
  • NY RA
    APPROVED
    Since 2022-01-07

Branch Locations

183 Sully'S Trail, Pittsford, NY 14534 • 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
Karpus Investment Management Pittsford NY 11/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-07
  • S65 Uniform Investment Adviser Law Examination
    2022-01-07

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
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