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Dennis Eugene Follmer

Montis Financial, LLC

Waltham, MA

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Current Employers
Montis Financial, Llc

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-05-10
  • MA RA
    APPROVED
    Since 2023-05-10

Branch Locations

230 Third Avenue Floor 5, Waltham, MA 02451 • 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
Montis Financial, Llc Waltham MA 10/2022 Present
55Ip Boston MA 03/2019 03/2022
Tetrem Capital Management Boston MA 03/2017 08/2017
Unemployed Sudbury MA 12/2015 03/2017
Unemployed Sudbury MA 08/2017 03/2019
Unemployed Sudbury MA 03/2022 10/2022
  • 10/2022 → Present
    Montis Financial, Llc
    Waltham, MA
  • 03/2019 → 03/2022
    55Ip
    Boston, MA
  • 03/2017 → 08/2017
    Tetrem Capital Management
    Boston, MA
  • 12/2015 → 03/2017
    Unemployed
    Sudbury, MA
  • 08/2017 → 03/2019
    Unemployed
    Sudbury, MA
  • 03/2022 → 10/2022
    Unemployed
    Sudbury, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-27
S63 Uniform Securities Agent State Law Examination 1992-11-03
  • S65 Uniform Investment Adviser Law Examination
    2023-03-27
  • S63 Uniform Securities Agent State Law Examination
    1992-11-03

View on SEC IAPD

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