Donald R. Black
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.
Donald Robert Black was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1983. Donald had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 7, 2018 - July 31, 2020
OAKSTREET WEALTH MANAGEMENT, INC.
May 12, 2014 - July 11, 2016
BOK FINANCIAL SECURITIES, INC.
October 13, 2011 - June 11, 2014
TRIAD ADVISORS LLC
June 17, 2011 - October 18, 2011
OAK STREET ASSET MANAGEMENT, INC.
July 11, 2003 - February 13, 2012
MBM SECURITIES, INC.
March 31, 2003 - July 1, 2016
BOK FINANCIAL ASSET MANAGEMENT, INC.
November 17, 1992 - September 2, 2003
OSAIC WEALTH, INC.
July 31, 1991 - November 18, 1992
GUARDIAN INVESTOR SERVICES LLC
November 19, 1989 - July 30, 1991
OSAIC WEALTH, INC.
February 11, 1985 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
October 24, 1983 - October 23, 1986
MML INVESTORS SERVICES, LLC
July 7, 1983 - October 28, 1986
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Primary Firm SEC Registration
OAKSTREET WEALTH MANAGEMENT, INC.
CRD#: 288723 / SEC#: 801-117484
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
OAKSTREET WEALTH MANAGEMENT, INC.
CRD#: 288723 / SEC#: 801-117484
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 465,000,000 |
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.
