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JD

Joseph W. Donohue

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CRD#: 1050146
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph William Donohue, who also goes by Joseph William Donohue Jr, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1982. Joseph had worked at 12 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph William Donohue Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 28, 2000 - April 18, 2001

MAY, DAVIS GROUP INC.

BD
CRD#: 35622
NEW YORK, NY
Past

February 24, 1998 - September 9, 1998

AIBC INVESTMENT SERVICES CORPORATION

BD
CRD#: 16397
Past

April 3, 1997 - January 20, 1998

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

April 4, 1995 - March 19, 1997

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

August 30, 1991 - March 22, 1995

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

May 16, 1991 - August 16, 1991

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY
Past

February 15, 1991 - May 3, 1991

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

December 8, 1989 - February 1, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 1, 1989 - December 22, 1989

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

December 24, 1986 - May 13, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 9, 1984 - January 1, 1987

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

June 25, 1982 - June 25, 1984

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/10/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/1994
General Securities Principal Examination

Current Firm


MD
MAY, DAVIS GROUP INC.
MAY, DAVIS GROUP INC. | MAY, DAVIS GROUP L.P.

CRD#: 35622 / SEC#: , 8-46850

BD
Terminated by SEC on 06/02/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/05/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DAVIS, KEVIN EDWARDPRESIDENT / FIN OP1643435
MAY, OWEN ARTHURCEO,1404710
JACOBS, MICHAEL GLENNV.P.2245042
SCHULTZ, LYNN GORDONCOO, CCO1052349

Disclosures


Regulatory Event13
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MAY, DAVIS GROUP INC.

CRD#: 35622

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