DP
DP

Demitri Patsilivas

1 Year of Experience
Summit, NJ
BrokerSells Insurance

Demitri Patsilivas is a registered investment advisor, based in Summit, NJ, with 1 years of industry experience.

Location

475 Springfield Ave, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Demitri works as an Operations Director, Director of Operations/Admin, and is involved in investment-related and insurance business at Union Bridge Capital, dedicating nearly full-time hours to this role. He is also an IAR Rep at TLG Advisors Inc, but dedicates no time to this role.

Employment History
Current Registrations
The Leaders Group, INC.Broker
March 2025 - Present · 1 yr 4 mos
Tlg Advisors, INC.
March 2025 - Present · 1 yr 4 mos
State Registrations1 state
IL
Advisor

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.