Best Investors Account Sign in
Inactive

David John Dennett

Solid Point Wealth Advisors, LLC

Manlius, NY

Claim This Profile
Current Employers
Solid Point Wealth Advisors, Llc

Manlius, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-02-06
  • NY RA
    APPROVED
    Since 2023-02-06

Branch Locations

Manlius, NY • 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
Viking Capital Saratoga Springs NY 06/2004 01/2019
Adirondack Trust Company Saratoga Springs NY 01/2019 04/2021
Viking Capital Saratoga Springs NY 04/2021 08/2021
Sandhill Investment Management Buffalo NY 08/2021 01/2023
Solid Point Wealth Advisors, Llc Saratoga Springs NY 01/2023 Present
  • 06/2004 → 01/2019
    Viking Capital
    Saratoga Springs, NY
  • 01/2019 → 04/2021
    Adirondack Trust Company
    Saratoga Springs, NY
  • 04/2021 → 08/2021
    Viking Capital
    Saratoga Springs, NY
  • 08/2021 → 01/2023
    Sandhill Investment Management
    Buffalo, NY
  • 01/2023 → Present
    Solid Point Wealth Advisors, Llc
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-11
S63 Uniform Securities Agent State Law Examination 1994-07-25
  • S65 Uniform Investment Adviser Law Examination
    2021-11-11
  • S63 Uniform Securities Agent State Law Examination
    1994-07-25
Other Names
  • David John Dennett

View on SEC IAPD

More in Manlius, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor