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Donald R. Oroark

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CRD#: 1070085
DO

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 Ray Oroark, who also goes by Don Oroark, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1984. Donald had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don Oroark

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

December 5, 2008 - December 31, 2015

O'ROARK ASSET MANAGEMENT

RIA
CRD#: 112303
WARRENTON, VA
Past

September 4, 2008 - September 5, 2008

O'ROARK ASSET MANAGEMENT

RIA
CRD#: 112303
WARRENTON, VA
Past

January 14, 2004 - August 20, 2008

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
WARRENTON, VA
Past

November 18, 2003 - September 3, 2010

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
WARRENTON, VA
Past

July 30, 1999 - December 3, 2003

O'ROARK ASSET MANAGEMENT

RIA
CRD#: 112303
WARRENTON, VA
Past

August 2, 1996 - November 19, 2003

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

January 17, 1992 - February 24, 1997

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

November 7, 1989 - September 23, 1991

INTERNATIONAL MONEY MANAGEMENT GROUP, INC.

BD
CRD#: 14367
GRASONVILLE, MD
Past

September 14, 1988 - July 24, 1989

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 5, 1987 - September 22, 1988

HERITAGE EQUITY PLANNING CORPORATION

BD
CRD#: 18181
Past

July 30, 1985 - October 27, 1987

CONSECO FINANCIAL SERVICES, INC.

BD
CRD#: 629
Past

November 21, 1984 - September 3, 1985

OSAIC FS, INC.

BD
CRD#: 3870

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
IAR
Series 65
Date: 1/29/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/26/2001
General Securities Principal Examination

Current Firm


OA
O'ROARK ASSET MANAGEMENT
INVESTMENT & TAX STRATEGIES, INCORPORATED | O'ROARK ASSET MANAGEMENT

CRD#: 112303 / SEC#:

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Contact information


Main Address
7233 Auburn Mill Road, Warrenton, VA 20187
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


O'ROARK ASSET MANAGEMENT

CRD#: 112303

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