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Inactive

David Sergeyevich Kovalenko

Dg Wealth

Venice, FL

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Current Employers
Dg Wealth

333 Tamiami Trail S Suite 221, Venice, FL 34285 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-16
  • FL RA
    APPROVED
    Since 2024-02-16

Branch Locations

333 Tamiami Trail S Suite 221, Venice, FL 34285 • 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
Lucaralies Venice FL 02/2014 12/2018
State Street Sarasota FL 01/2019 12/2019
Coldwell Banker Sarasota FL 02/2020 08/2022
Red Rhino Sarasota FL 08/2022 10/2023
Dg Advisors Venice FL 10/2023 Present
Dg Wealth Venice FL 02/2024 Present
Dg Wealth Venice FL 07/2024 Present
  • 02/2014 → 12/2018
    Lucaralies
    Venice, FL
  • 01/2019 → 12/2019
    State Street
    Sarasota, FL
  • 02/2020 → 08/2022
    Coldwell Banker
    Sarasota, FL
  • 08/2022 → 10/2023
    Red Rhino
    Sarasota, FL
  • 10/2023 → Present
    Dg Advisors
    Venice, FL
  • 02/2024 → Present
    Dg Wealth
    Venice, FL
  • 07/2024 → Present
    Dg Wealth
    Venice, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

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Timothy Francis Hixson
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Other Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
EDWARD JONES · Venice, FL
EDWARD JONES · VENICE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VENICE, FL
EDWARD JONES · VENICE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Venice, FL

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