Paul Dato

Current Employers

Employment History

• 09/2000 → Present
  Fortis Investors
  Wheaton, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wheaton, IL

Previous Registrations

• 2000-09-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wheaton, IL
  Chicago, IL
  Chicago, IL
  Wheaton, IL

Other Businesses

1) DATO PISTORIO FINANCIAL GROUP, INC POSITION: President NATURE: Corporation, Multi Line Insurance Agency and Investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 07/20/2010 ADDRESS: 425 West Roosevelt Road, Wheaton IL 60187, United States DESCRIPTION: Financial Advisor 2) JMF MANAGEMENT POSITION: Member of LLC NATURE: Own Building that houses my office INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2000 ADDRESS: 425 West Roosevelt Road, Wheaton IL 60187, United States DESCRIPTION: Taking care of building duties 3) DPFG INSURANCE SERVICES IT IS A DBA OF DATO PISTORIO FINANCIAL GROUP, INC MY CURRECT OBA; NON INV REL; 425 WEST ROOSEVELT RD WHEATON, ;IL 60187; PROPERTY & CASUALTY AND HEALTH INSURANCE; CO-PRESIDENT; 6/3/2013; 20HR/MO; 0HR/MO; ASSIST IN MANAGING THE BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-02
• S63 Uniform Securities Agent State Law Examination
  1991-11-27