Donald A. Gearhart
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 Allen Gearhart was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1972. Donald had worked at 12 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 1, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 27, 2006 - April 20, 2026
WORLD CHOICE SECURITIES, INC.
September 7, 2004 - April 20, 2026
WORLD CHOICE SECURITIES, INC.
June 30, 2004 - September 1, 2004
WFG INVESTMENTS, INC.
May 14, 2003 - May 28, 2004
WFG INVESTMENTS, INC.
September 28, 2001 - June 20, 2003
BLUE MARBLE FINANCIAL, LLC
December 7, 1999 - April 25, 2001
FROST BROKERAGE SERVICES, INC.
September 27, 1997 - December 7, 1999
WELLS FARGO CLEARING SERVICES, LLC
September 15, 1997 - September 25, 1997
WELLS FARGO CLEARING SERVICES, LLC
December 15, 1995 - October 10, 1997
PENSON FINANCIAL SERVICES, INC.
June 3, 1991 - December 15, 1995
SERVICE ASSET MANAGEMENT COMPANY
June 25, 1986 - June 6, 1991
FINSER INVESTMENT COMPANY
May 5, 1977 - November 9, 1978
E. F. HUTTON & COMPANY INC
April 29, 1974 - May 4, 1977
ROTAN MOSLE INC.
May 16, 1973 - June 6, 1974
DEAN WITTER & CO. INCORPORATED
April 11, 1972 - May 16, 1973
DEAN WITTER & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 1
Date: 3/30/1972
Registered Representative ExaminationCurrent Firm
WORLD CHOICE SECURITIES, INC.
CRD#: 30933 / SEC#: , 8-45235
Contact information
FINRA licenses (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 24,955,000 |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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