Dustin Cali is a CFP-designated registered investment advisor, based in Trinity, FL, with 16 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1805 Cypress Brook Dr, Suite 103, Trinity, FL, 33629
Get directionsHistory
Regulatory History (3)
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Customer Dispute
December 2017Denied
Customer Dispute
December 2016Denied
Customer Dispute
July 2012Denied
Other Business Activities
Dustin is a partner at Praetego Tax & Bookkeeping, LLC, where he prepares tax returns and gives tax advice. This takes about a quarter of his time.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Sanctuary Advisors, LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - June 2022 · 9 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2022 · 9 yrs 8 mos
Chase Investment Services CORP.
September 2011 - October 2012 · 1 yr 1 mo
Chase Investment Services CORP.Broker
September 2011 - October 2012 · 1 yr 1 mo
Securian Financial Services, INC.
April 2010 - September 2011 · 1 yr 5 mos
Securian Financial Services, INC.Broker
November 2009 - September 2011 · 1 yr 10 mos
State Registrations13 states
CACOFLINKYMINCNJNYOHPASCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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