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Inactive

Danielle Rita Arlotta

Core Planning

Ofallon, MO

Jackson, NJ

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-04
  • NJ RA
    APPROVED
    Since 2026-08-04

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Jackson, NJ • 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
The Vanguard Group, Inc. Charlotte NC 06/2017 09/2019
Pollack Financial Group Montclair NJ 05/2016 05/2017
Nirvana Shrewsbury NJ 08/2013 10/2016
William Paterson University Wayne NJ 07/2014 12/2016
Chopt Charlotte NC 07/2018 09/2019
Financial Planning Concepts Of America Staten Island NY 09/2019 06/2021
Brooklyn Plans, Llc Beacon NY 01/2022 06/2026
Unemployed Howell XX 07/2021 12/2021
Core Planning, Llc Ofallon MO 07/2026 Present
  • 06/2017 → 09/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2016 → 05/2017
    Pollack Financial Group
    Montclair, NJ
  • 08/2013 → 10/2016
    Nirvana
    Shrewsbury, NJ
  • 07/2014 → 12/2016
    William Paterson University
    Wayne, NJ
  • 07/2018 → 09/2019
    Chopt
    Charlotte, NC
  • 09/2019 → 06/2021
    Financial Planning Concepts Of America
    Staten Island, NY
  • 01/2022 → 06/2026
    Brooklyn Plans, Llc
    Beacon, NY
  • 07/2021 → 12/2021
    Unemployed
    Howell, XX
  • 07/2026 → Present
    Core Planning, Llc
    Ofallon, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-26
  • S66 Uniform Combined State Law Examination
    2017-10-26
Designations
Other Names
  • Danielle Arlotta

View on SEC IAPD

Other Firms

EDWARD JONES
CENTORBI FINANCIAL GROUP, INC.
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAINSTREET RIA LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito
Benjamin Phillip Wishman
James Corey Rudd
Daniel Dean Joseph Farner
John Thomas Farner
Bryce Starzyk

Other Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
LPL FINANCIAL LLC · O'FALLON, MO
CETERA INVESTMENT ADVISERS LLC · O'FALLON, MO

More in Ofallon, MO

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