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DM

Donald S. Mcclive

M. S. HOWELLS & CO.
Scottsdale, AZ 85255
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CRD#: 2212399
DM

Professional summary


Donald Scott Mcclive is a registered financial professional currently at M. S. HOWELLS & CO. located in Scottsdale, Arizona.

Donald is registered as a RR (Registered Representative) and started their career in finance in 1992. Donald has worked at 14 firms and has passed the Series 63, Series 57TO, SIE, Series 3, Series 55, Series 7 and Series 24 exams.

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) - BD


Click below to view Donald Scott Mcclive'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

December 2, 2013 - Present

M. S. HOWELLS & CO.

Office #1: 23350 N. Pima Rd., Scottsdale, AZ 85255
BD
CRD#: 104100
Scottsdale, AZ
Past

March 18, 2011 - November 22, 2013

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, NY
Past

July 1, 2010 - September 21, 2010

DIMENSION SECURITIES, LLC

BD
CRD#: 139543
NEW YORK, NY
Past

April 17, 2009 - June 24, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
LOS ANGELES, CA
Past

February 16, 2007 - September 26, 2007

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

September 13, 2006 - February 5, 2007

FIRST ANALYSIS SECURITIES CORPORATION

BD
CRD#: 10446
CHICAGO, IL
Past

January 27, 2006 - March 6, 2006

ROSENTHAL COLLINS EQUITIES, L.L.C.

BD
CRD#: 44888
CHICAGO, IL
Past

May 5, 2004 - October 7, 2004

MAY FINANCIAL CORPORATION

BD
CRD#: 3927
DALLAS, TX
Past

January 8, 2004 - April 13, 2004

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

January 31, 2002 - September 6, 2002

MELVIN SPECIALISTS, L.L.C.

BD
CRD#: 34945
CHICAGO, IL
Past

October 12, 2000 - December 31, 2001

SERVICE ASSET MANAGEMENT COMPANY

BD
CRD#: 47157
AUSTIN, TX
Past

September 14, 1999 - December 15, 2000

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

July 2, 1998 - January 13, 1999

WILSON-DAVIS & CO., INC.

BD
CRD#: 3777
SALT LAKE CITY, UT
Past

June 22, 1992 - June 2, 1998

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
Arizona
(12/5/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 7/16/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/6/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MS
M. S. HOWELLS & CO.
M. S. HOWELLS & CO.

CRD#: 104100 / SEC#: , 8-52558

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


Main Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Mailing Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Phone number
(480) 563-2000
Established
Delaware since 04/11/2000
Firm type
Corporation
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#
MARK HOWELLS TRUST, DATED 6/25/1997, MARK HOWELLS TRUSTEEOWNER
SANTAMARIA, KATRINA PATRICIACHIEF EXECUTIVE OFFICER3248779
CRITES, MARCY ANNFINANCIAL AND OPERATIONS PRINCIPAL (FINOP)6346298
HOWELLS, MARK STEPHENTRUSTEE FOR MARK HOWELLS TRUST DATED 6/25/1997726921
HOWELLS, MARK STEPHENEXECUTIVE CHAIRMAN/DIRECTOR726921
JORDAN, CHRISTOPHER SHANECHIEF COMPLIANCE OFFICER2843281
KREIZENBECK, TARA LYNNCHIEF OPERATING OFFICER7141895

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


M. S. HOWELLS & CO.

CRD#: 104100Scottsdale, AZ 85255

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