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DR

Donald A. Roche

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CRD#: 1226091
DR

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 Anthony Roche JR was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1983. Donald had worked at 6 firms and has passed the Series 63, Series 7 and Series 24 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)


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

March 11, 1994 - December 31, 1994

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
Past

June 17, 1991 - March 8, 1994

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
Past

March 1, 1991 - July 1, 1991

BURNETT, GREY & CO., INC.

BD
CRD#: 23430
Past

October 18, 1990 - February 21, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
Past

November 24, 1984 - November 19, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

December 21, 1983 - February 27, 1984

APPLE FINANCIAL CORPORATION

BD
CRD#: 10375

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: 12/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SS
SCHNEIDER SECURITIES, INC.
SCHNEIDER SECURITIES, INC.

CRD#: 16434 / SEC#: , 8-33967

BD
Terminated by SEC on 11/30/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 04/16/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SCHNEIDER FINANCIAL CORPCORPORATION
BIXLER, CLARENCE LEROY JRDIRECTOR22327
DURAYBITO, SIEGFRIED PETEROWNER1030619
HINKLE, STEVEN RAYCHIEF EXECUTIVE OFFICER/DIRECTOR838034
KOCH, KEITH ARLANDIRECTOR1197658
LOWE, TERRI ELAINECHIEF FINANCIAL OFFICER/DIRECTOR1823203
MCENENY, TIMOTHY SEAN JROWNER2250543
MURRAY, JAY ALANOWNER1958868
NORTON, GREGORY BRUCEDIRECTOR2041583
OROURKE, THOMAS JOSEPHPRESIDENT/DIRECTOR353467
ROUSE, RICHARD JOHNVICE-PRESIDENT/DIRECTOR1135898

Disclosures


Regulatory Event19
Arbitration17

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


SCHNEIDER SECURITIES, INC.

CRD#: 16434

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