Donald A. Steinbrugge
Professional summary
Donald Allen Steinbrugge is a registered financial professional currently at AGECROFT PARTNERS, LLC located in Richmond, Virginia.
Donald is registered as a RR (Registered Representative) and started their career in finance in 1984. Donald has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7, Series 6, Series 14, Series 28 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Donald Allen Steinbrugge's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2006 - Present
AGECROFT PARTNERS, LLC
Office #2: 103 Canterbury Road, Richmond, VA 23221-3211July 18, 1984 - May 9, 1990
TOWER SQUARE SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/8/2014)
(1/16/2015)
(8/23/2019)
(10/30/2007)
(7/19/2013)
(6/1/2007)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 28
Date: 2/22/2006
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
AGECROFT PARTNERS, LLC
CRD#: 139227 / SEC#: , 8-67198
Contact information
FINRA licenses (9 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STEINBRUGGE, DONALD ALLEN | MANAGING MEMBER, CCO | |
| STEINBRUGGE, PIA SEXTEN | PASSIVE MEMBER | |
| RIP, OLGA | FINOP, CFO, PFO, POO | 5440553 |
Red Flags
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