Best Investors Account Sign in
Inactive

Dodd Marvel Disler

Sagace Wealth Management

St. Petersburg, FL

Claim This Profile
Current Employers
Sagace Wealth Management

877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-04-22
  • FL RA
    APPROVED
    Since 2020-04-22

Branch Locations

877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702 • 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
Cs Planning Corp Portland OR 11/2017 06/2020
Sagace Wealth Management Llc St. Peterburg FL 05/2017 Present
Micromo Electronics Inc. Clearwater FL 12/2003 07/2020
  • 11/2017 → 06/2020
    Portland, OR
  • 05/2017 → Present
    Sagace Wealth Management Llc
    St. Peterburg, FL
  • 12/2003 → 07/2020
    Micromo Electronics Inc.
    Clearwater, FL
Previous Registrations
Other Businesses

1) DMD Capital LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Owner/Officer, Start date: 01/01/2020, Duties: Holding company that holds the interest in Sagace Wealth Management, LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-07
  • S65 Uniform Investment Adviser Law Examination
    2017-09-07
Other Names
  • Dodd M Disler

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor