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Dante J Aguirre

Cbiz Investment Advisory Services, LLC

Providence, RI

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-06-11
  • RI RA
    APPROVED
    Since 2025-06-11

Branch Locations

One Citizens Plaza Floor 9, Providence, RI 02826 • 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
Pruco Securities Llc Melville NY 05/2019 01/2020
Citbank Holbrook NY 08/2017 02/2020
Sears Lake Grove NY 06/2016 08/2017
School Centereach NY 05/2009 06/2017
The Prudential Insurance Company Of America Melville NY 01/2020 05/2022
Nationwide Investment Services Columbus OH 05/2022 06/2025
Cbiz Providence RI 06/2025 Present
  • 05/2019 → 01/2020
    Pruco Securities Llc
    Melville, NY
  • 08/2017 → 02/2020
    Citbank
    Holbrook, NY
  • 06/2016 → 08/2017
    Sears
    Lake Grove, NY
  • 05/2009 → 06/2017
    School
    Centereach, NY
  • 01/2020 → 05/2022
    The Prudential Insurance Company Of America
    Melville, NY
  • 05/2022 → 06/2025
    Nationwide Investment Services
    Columbus, OH
  • 06/2025 → Present
    Cbiz
    Providence, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-01
S63 Uniform Securities Agent State Law Examination 2019-11-26
  • S65 Uniform Investment Adviser Law Examination
    2021-05-01
  • S63 Uniform Securities Agent State Law Examination
    2019-11-26
Other Names
  • Dante Aguirre
  • Dante Joseph Aguirre

View on SEC IAPD

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