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DF

Donnajean N. Flood

ROBERTS & RYAN
New York, NY 10006-3003
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CRD#: 1113928
DF

Professional summary


Donnajean Nmn Flood, who also goes by Donnajean Flood Ms., Donna Jean Johnson, Donnajean Johnson, is a registered financial professional currently at ROBERTS & RYAN, INC. located in New York, New York.

Donnajean is registered as a RR (Registered Representative) and started their career in finance in 1986. Donnajean has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Donnajean Flood Ms. | Donna Jean Johnson | Donnajean Johnson

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) - BD


Click below to view Donnajean Nmn Flood's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

May 13, 2024 - Present

ROBERTS & RYAN, INC.

Office #1: 39 Broadway Ste 610, New York, NY 10006-3003Office #2: 11 Wall Street, New York, NY 10005
BD
CRD#: 19456
New York, NY
Past

April 6, 2006 - January 13, 2017

REMINGTON GROUP, LLC

BD
CRD#: 138861
NEW YORK, NY
Past

September 26, 2003 - May 9, 2023

HAMILTON EXECUTIONS LLC

BD
CRD#: 127653
NEW YORK, NY
Past

November 8, 2001 - August 1, 2003

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

April 4, 1986 - November 9, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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: 9/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/12/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm


R&
ROBERTS & RYAN, INC.
ROBERTS & RYAN INVESTMENTS INC. | ROBERTS SECURITIES, INC. | ROBERTS & RYAN, INC.

CRD#: 19456 / SEC#: 801-113965, 8-37469

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
39 Broadway Ste 1640, New York, NY 10006
Mailing Address
39 Broadway Ste 610, New York, NY 10006-3003
Phone number
(866) 884-9959
Established
Delaware since 02/01/2023
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DALESSANDRO, EDWARD JOHNMANAGING DIRECTOR, CEO2335785
R&R PARTNERS HOLDING COMPANY, LLCSHAREHOLDER
R&R PRINCIPALS HOLDING COMPANY, LLCSHAREHOLDER
BEATON, DANIEL STEWARTCHIEF FINANCIAL OFFICER, FINOP4240769
ROBERTS, DANIELCCO2208120
SCALA, BRIAN NMNREGISTERED OPTIONS PRINCIPAL2814478

Disclosures


Regulatory Event1

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


ROBERTS & RYAN, INC.

CRD#: 19456New York, NY 10006-3003

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