Dennis Joseph Coite

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2015-01-30

MA RA
APPROVED

Since 2015-01-30

Branch Locations

Norton, MA • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • 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

Organization	City	State	From	To
Ron Coite & Associates	Norton	MA	09/2013	Present
Stonex Securities Inc	Norton	MA	09/2014	Present
Stonex Advisors Inc	Norton	MA	01/2015	Present

09/2013 → Present

Ron Coite & Associates

Norton, MA
09/2014 → Present

Stonex Securities Inc

Norton, MA
01/2015 → Present

Stonex Advisors Inc

Norton, MA

Previous Registrations

2015-01-26 → 2015-01-30

Wrp Investments, Inc.

Youngstown, OH

Other Businesses

Ron Coite and Associates (DBA) 111 Godfrey Drive Norton, MA 02766 Principal Yes Investment Related Nature: Health, Life, LTC, Insurance Sales, Fixed Annuity Sales (non-indexed); tax preparation Duties: Meet client needs Hours spent on OBA per month and during market hours: varies

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-06-27

S66 Uniform Combined State Law Examination

2014-06-27

Designations

Certified Financial Planner

View on SEC IAPD