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DP

Douglas H. Powell

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CRD#: 1820871
DP

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.

Douglas Hyde Powell JR, who also goes by Douglas Powell Jr, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1988. Douglas had worked at 6 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Douglas Powell Jr

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

May 29, 2020 - October 6, 2021

PTP SECURITIES, LLC

BD
CRD#: 136832
Stamford, CT
Past

September 20, 2006 - April 7, 2020

OCM INVESTMENTS, LLC

BD
CRD#: 128803
NEW YORK, NY
Past

November 8, 2000 - April 27, 2005

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

February 23, 1999 - November 13, 2000

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
BOSTON, MA
Past

April 2, 1998 - January 8, 1999

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

August 2, 1988 - March 15, 1998

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

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: 9/23/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/8/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/8/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/24/2012
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PTP SECURITIES, LLC
PTP SECURITIES, LLC

CRD#: 136832 / SEC#: , 8-67059

BD
Terminated by SEC on 11/10/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 08/01/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PINNACLE TRUST PARTNERS, LLCOWNER
ALBANI, ATTILIO ALDOCEO, CHIEF COMPLIANCE OFFICER, AMLCO2241936
MEUNIER, CHRISTOPHER JABOAFINANCIAL PRINCIPAL, PFO, POO7407392

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


PTP SECURITIES, LLC

CRD#: 136832

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