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Khaled Hassan

Dipaolo Financial Group, Inc.

Lutz, FL

Tampa, FL

CRD 7914666

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Employer firm

Dipaolo Financial Group, Inc. CRD 309637

$168M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Dipaolo Financial Group, Inc.

4635 Van Dyke Road, Lutz, FL 33558 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-28
TX RA APPROVED 2024-05-21
  • FL RA
    APPROVED
    Since 2024-05-28
  • TX RA
    APPROVED
    Since 2024-05-21

Branch Locations

4635 Van Dyke Road, Lutz, FL 33558 • United States

400 N. Ashley Street Suite #2615, Tampa, FL 33602 • 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
Kmh Automotive Consulting Tampa FL 06/2010 03/2024
Dipaolo Financial Group, Inc. Lutz FL 05/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-21
  • S65 Uniform Investment Adviser Law Examination
    2024-05-21

View on SEC IAPD

Nearby Firms

PFG PRIVATE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CPR INVESTMENTS INC

Nearby Investors

JEFFREY DOUGLAS PERRY
JOAO AUGUSTO TEIXEIRA
Nicholas Andrew Perry

Nearby Offices

PFG PRIVATE WEALTH MANAGEMENT, LLC · LUTZ, FL
J.P. MORGAN SECURITIES LLC · LUTZ, FL
CPR INVESTMENTS INC · Lutz, FL

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