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DA

Douglass B. Allen

OCM INVESTMENTS
Los Angeles, CA 90071
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CRD#: 1570103
DA

Professional summary


Douglass Benjamin Allen, who also goes by Doulass Benjamin Allen, is a registered financial professional currently at OCM INVESTMENTS, LLC located in Los Angeles, California.

Douglass is registered as a RR (Registered Representative) and started their career in finance in 1986. Douglass has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doulass Benjamin Allen

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 Douglass Benjamin Allen'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

October 6, 2008 - Present

OCM INVESTMENTS, LLC

Office #1: 333 South Grand Avenue (28th Floor), Los Angeles, CA 90071
BD
CRD#: 128803
Los Angeles, CA
Past

June 19, 2018 - November 2, 2021

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
NEW YORK, NY
Past

December 27, 2000 - September 30, 2008

TCW INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 106546
LOS ANGELES, CA
Past

November 14, 2000 - September 30, 2008

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA
Past

May 18, 1994 - August 31, 2000

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

July 29, 1991 - September 7, 1993

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

October 19, 1989 - July 23, 1991

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

November 16, 1988 - September 9, 1989

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

November 12, 1986 - November 2, 1988

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247

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
Alabama
(10/6/2008)
RR
Alaska
(10/6/2008)
RR
Arizona
(10/6/2008)
RR
Arkansas
(10/6/2008)
RR
California
(10/6/2008)
RR
Colorado
(10/6/2008)
RR
Connecticut
(10/6/2008)
RR
Delaware
(10/6/2008)
RR
District of Columbia
(10/6/2008)
RR
Florida
(10/6/2008)
RR
Georgia
(10/6/2008)
RR
Hawaii
(10/6/2008)
RR
Idaho
(10/6/2008)
RR
Illinois
(10/6/2008)
RR
Indiana
(10/6/2008)
RR
Iowa
(10/6/2008)
RR
Kansas
(10/6/2008)
RR
Kentucky
(10/6/2008)
RR
Louisiana
(10/6/2008)
RR
Maine
(10/6/2008)
RR
Maryland
(10/6/2008)
RR
Massachusetts
(10/6/2008)
RR
Michigan
(10/6/2008)
RR
Minnesota
(10/6/2008)
RR
Mississippi
(10/6/2008)
RR
Missouri
(10/6/2008)
RR
Montana
(10/6/2008)
RR
Nebraska
(10/6/2008)
RR
Nevada
(10/6/2008)
RR
New Hampshire
(10/6/2008)
RR
New Jersey
(10/6/2008)
RR
New Mexico
(10/6/2008)
RR
New York
(10/6/2008)
RR
North Carolina
(10/7/2008)
RR
North Dakota
(10/6/2008)
RR
Ohio
(10/7/2008)
RR
Oklahoma
(10/6/2008)
RR
Oregon
(10/6/2008)
RR
Pennsylvania
(10/6/2008)
RR
Puerto Rico
(10/6/2008)
RR
Rhode Island
(10/6/2008)
RR
South Carolina
(10/6/2008)
RR
South Dakota
(10/6/2008)
RR
Tennessee
(10/6/2008)
RR
Texas
(10/6/2008)
RR
Utah
(10/6/2008)
RR
Vermont
(10/6/2008)
RR
Virginia
(10/6/2008)
RR
Washington
(10/6/2008)
RR
West Virginia
(10/6/2008)
RR
Wisconsin
(10/6/2008)
RR
Wyoming
(10/6/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/24/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/2/2012
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


OI
OCM INVESTMENTS, LLC
OCM INVESTMENTS, LLC

CRD#: 128803 / SEC#: , 8-66176

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
333 South Grand Avenue (28th Floor), Los Angeles, CA 90071
Mailing Address
333 South Grand Avenue (28th Floor), Los Angeles, CA 90071
Phone number
(213) 830-6300
Established
Delaware since 08/04/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
OAKTREE CAPITAL MANAGEMENT, L.P.MANAGING MEMBER106793
EDWARDS, JOHN BREWERFINOP/CFO4714451
TOOMEY, MICHAEL PATRICKCCO4482914
TREFZ, MICHAEL CONSTANTINECHIEF EXECUTIVE OFFICER3144335

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


OCM INVESTMENTS, LLC

CRD#: 128803Los Angeles, CA 90071

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