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David Carleton Dickerson

Clearview Financial Planning, Inc.

Southold, NY

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Current Employers
Clearview Financial Planning, Inc.

51020 Main Road, Southold, NY 11971 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-03
  • NY RA
    APPROVED
    Since 2022-01-03

Branch Locations

51020 Main Road, Southold, NY 11971 • 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
Zweig Advisers Llc New York NY 03/2003 Present
Vp Distributors Inc New York NY 02/2009 Present
Clearview Financial Planning, Inc. Southold NY 05/2018 Present
Clearview Financial Planning Southold NY 02/2018 Present
Virtus Investment Partners Hartford CT 01/2009 09/2016
Unemployed Southold NY 09/2016 02/2018
  • 03/2003 → Present
    Zweig Advisers Llc
    New York, NY
  • 02/2009 → Present
    Vp Distributors Inc
    New York, NY
  • 05/2018 → Present
    Clearview Financial Planning, Inc.
    Southold, NY
  • 02/2018 → Present
    Clearview Financial Planning
    Southold, NY
  • 01/2009 → 09/2016
    Virtus Investment Partners
    Hartford, CT
  • 09/2016 → 02/2018
    Unemployed
    Southold, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-22
S63 Uniform Securities Agent State Law Examination 1994-02-07
  • S65 Uniform Investment Adviser Law Examination
    2018-01-22
  • S63 Uniform Securities Agent State Law Examination
    1994-02-07
Other Names
  • David C Dickerson

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAVELLO PARTNERS LLC
BIG ROCK ADVISORS LLC
SAYBROOK CAPITAL CORP
EDWARD JONES

Other Investors

Christopher Nicholas Crandle
RUDOLPH HERMAN BRUER
Cori L. Cass
PATRIC JOSEPH WALLACE
Maria Ganley
James R. Cook
DOUGLAS PATRICK MISCOLL
STEPHEN WARD TAYLOR

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Southold, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SOUTHOLD, NY
J.P. MORGAN SECURITIES LLC · SHELTER ISLAND, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sag Harbo, NY
J.P. MORGAN SECURITIES LLC · MATTITUCK, NY
RAVELLO PARTNERS LLC · SAG HARBOR, NY
BIG ROCK ADVISORS LLC · SAG HARBOR, NY
J.P. MORGAN SECURITIES LLC · Sag Harbor, NY

More in Southold, NY

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