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DW

Donald A. Wiley

SECURITY DISTRIBUTORS
TOPEKA, KS 66636-0001
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CRD#: 1132196
DW

Professional summary


Donald Andrew Wiley is a registered financial professional currently at SECURITY DISTRIBUTORS located in Topeka, Kansas.

Donald is registered as a RR (Registered Representative) and started their career in finance in 1983. Donald has worked at 7 firms and has passed the Series 63, SIE, Series 6, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Donald Andrew Wiley's 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

June 14, 2011 - Present

SECURITY DISTRIBUTORS

Office #1: One Security Benefit Place, Topeka, KS 66636-0001
BD
CRD#: 3336
TOPEKA, KS
Past

January 23, 2007 - October 31, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
EDISON, NJ
Past

June 13, 2002 - August 21, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 23, 2001 - March 1, 2002

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

January 8, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

January 8, 1998 - December 31, 2000

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

December 14, 1995 - December 23, 1997

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

July 25, 1995 - November 14, 1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

July 25, 1995 - November 14, 1997

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

November 22, 1989 - February 26, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

November 14, 1989 - February 26, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

February 1, 1989 - September 27, 1989

REICH & CO., INC.

BD
CRD#: 19611
Past

March 16, 1987 - February 26, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

March 16, 1987 - February 26, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

April 7, 1986 - March 6, 1987

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

May 25, 1983 - April 22, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(1/16/2015)
RR
New Jersey
(1/29/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 1/16/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SD
SECURITY DISTRIBUTORS
SECURITY DISTRIBUTORS | SECURITY DISTRIBUTORS, LLC | SECURITY DISTRIBUTORS, INC.

CRD#: 3336 / SEC#: , 8-10781

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
One Security Benefit Place, Topeka, KS 66636-0001
Mailing Address
One Security Benefit Place, Topeka, KS 66636
Phone number
(785) 438-3000
Established
Kansas since 03/06/1962
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SECURITY BENEFIT LIFE INSURANCE COMPANYMEMBER
AULETA, KURT EUGENESENIOR VICE PRESIDENT, SALES MANAGER WEST2463399
BISHOP, COLIN WILLIAMCFO, TREASURER & FINOP7787724
BYRNES, DAVID GERARDPRESIDENT & HEAD OF DISTRIBUTION1318905
CARR, MARK JOSEPHASSISTANT VICE PRESIDENT2833346
GARHART, GREGORY CHRISTOPHERASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER5118892
HILL, CARMEN RENEEVICE PRESIDENT & ASSISTANT SECRETARY2646887
JACQUINOT, JUSTIN ABERSENIOR VICE PRESIDENT, DIRECT RELATIONSHIPS4437252
KILEY, JAMES JSENIOR VICE PRESIDENT, EDUCATION MARKET & AFFILIATES1278905
LACEY, SUSAN JANELLEASSISTANT TREASURER4930469
MAGHINI, MICHAEL THOMASSENIOR VICE PRESIDENT, NATIONAL ACCOUNTS1239692
REIDY, MICHAEL KEVINSENIOR VICE PRESIDENT1323936
ROCHA, MATTHEW VINCENTSENIOR VICE PRESIDENT, SALES MANAGER EAST5207062
TALLEN, AARON MARSHALSECOND VICE PRESIDENT, HEAD OF DISTRIBUTION OPERATIONS & 401K DEFINED CONTRIBUTIONS4455856
WILEY, DONALD ANDREWVICE PRESIDENT1132196
YOUNG, LISA MICHELLEASSISTANT TREASURER2596425

Disclosures


Regulatory Event5

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


SECURITY DISTRIBUTORS

CRD#: 3336Topeka, KS 66636-0001

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