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DG

Douglas A. Glaser

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CRD#: 2111123
DG

Professional summary


Douglas Alan Glaser was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Douglas is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, Douglas had worked at 9 firms, which includes PATTERSON TRAVIS INC., J. A. OVERTON & CO. INC., GILBERT MARSHALL & COMPANY, CENTEX SECURITIES INCORPORATED, SCHNEIDER SECURITIES INC., FAIRCHILD FINANCIAL GROUP INC., SMITH BENTON & HUGHES INC., NTB FINANCIAL CORPORATION, MALONE & ASSOCIATES INC..

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

May 31, 1996 - August 22, 1996

PATTERSON TRAVIS, INC.

BD
CRD#: 16540
ENGLEWOOD, CO
Past

November 4, 1994 - December 7, 1994

J. A. OVERTON & CO., INC.

BD
CRD#: 2960
SAN DIEGO, CA
Past

August 8, 1994 - November 14, 1994

GILBERT MARSHALL & COMPANY

BD
CRD#: 13954
GREELEY, CO
Past

May 3, 1993 - November 18, 1993

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

June 27, 1991 - May 3, 1993

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

June 13, 1991 - June 27, 1991

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY
Past

March 21, 1991 - June 12, 1991

SMITH, BENTON & HUGHES, INC.

BD
CRD#: 20877
LOS ANGELES, CA
Past

January 24, 1991 - March 27, 1991

NTB FINANCIAL CORPORATION

BD
CRD#: 7425
HIGHLANDS RANCH, CO
Past

December 3, 1990 - February 22, 1991

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
DENVER, CO

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: 12/13/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PT
PATTERSON TRAVIS, INC.
BROWN AND ASSOCIATES SECURITIES CORPORATION | TRAVIS SECURITIES CORPORATION | PATTERSON, TRAVIS SECURITIES CORPORATION | PATTERSON TRAVIS, INC. | COLORADO REAL ESTATE SECURITIES

CRD#: 16540 / SEC#: , 8-34364

BD
Terminated by SEC on 05/02/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 05/23/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRAVIS, DAVID THOMASPRESIDENT448950

Disclosures


Regulatory Event6
Arbitration3

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


PATTERSON TRAVIS, INC.

CRD#: 16540

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