Bart Francis Dichiaro
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
30 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Discipline Wealth Solutions, Inc.Feb 2025 to now
- 6 Fold LLCJan 1996 to now
- CPR Financial Group LLCAug 2023 to Feb 2025
- CPR Investments Inc.Aug 2023 to Feb 2025
- PFS Investments Inc.Jul 2020 to Aug 2023
- Primerica AdvisorsJun 2020 to Aug 2023
- Sa Stone Investment Advisors Inc.Dec 2019 to Jul 2020
- Sa Stone Wealth Management Inc.Dec 2019 to Jul 2020
- Quest Capital Strategies, Inc.Mar 2017 to Dec 2019
- UnemployedOct 2016 to Mar 2017
- Preparing for New PositionSep 2016 to Mar 2017
- Vic LLCJan 1996 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Discipline Wealth Solutions, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 4967879
- 315846