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Inactive

Frank Locatell

Fiducient Advisors LLC

Goshen, NY

Chicago, IL

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Current Employers
Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-09-24
NY RA APPROVED 2021-02-03
  • CT RA
    APPROVED
    Since 2024-09-24
  • NY RA
    APPROVED
    Since 2021-02-03

Branch Locations

Goshen, NY • United States

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • 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
Diversified Goshen NY 07/2012 02/2019
Diversified Investors Securities Corp. Goshen NY 07/2012 02/2019
Fiduciary Investment Advisors Goshen NY 04/2019 12/2020
Dimeo Schneider & Associates Llc Chicago IL 01/2021 Present
  • 07/2012 → 02/2019
    Diversified
    Goshen, NY
  • 07/2012 → 02/2019
    Diversified Investors Securities Corp.
    Goshen, NY
  • 04/2019 → 12/2020
    Fiduciary Investment Advisors
    Goshen, NY
  • 01/2021 → Present
    Dimeo Schneider & Associates Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-30
S63 Uniform Securities Agent State Law Examination 2008-05-29
  • S65 Uniform Investment Adviser Law Examination
    2015-06-30
  • S63 Uniform Securities Agent State Law Examination
    2008-05-29
Designations

View on SEC IAPD

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