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DG

Donald G. Gloisten

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CRD#: 223175
DG

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 Gerard Gloisten was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1971. Donald had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 5, Series 1, Series 28 and Series 4 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)


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

February 14, 2014 - December 31, 2014

GBS FINANCIAL CORP.

RIA
CRD#: 16906
VENTURA, CA
Past

February 13, 2014 - December 31, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
Ventura, CA
Past

December 20, 2013 - December 31, 2013

GBS FINANCIAL CORP.

RIA
CRD#: 16906
VENTURA, CA
Past

December 20, 2013 - February 11, 2014

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

November 14, 2013 - December 31, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
Ventura, CA
Past

May 16, 2000 - December 13, 2013

GBS FINANCIAL CORP.

RIA
CRD#: 16906
VENTURA, CA
Past

November 27, 1985 - December 13, 2013

GBS FINANCIAL CORP.

BD
CRD#: 16906
VENTURA, CA
Past

March 16, 1982 - December 23, 1985

SAINT ANTHONY SECURITIES, INC.

BD
CRD#: 3476
Past

April 17, 1978 - June 10, 1982

WEDBUSH SECURITIES INC.

BD
CRD#: 877
Past

October 2, 1975 - March 3, 1977

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412
Past

April 30, 1971 - August 17, 1975

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76

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
IAR
Series 65
Date: 6/18/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/12/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 9/24/1956
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 4/9/1990
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


GF
GBS FINANCIAL CORP.
GBS ADVISORS | GBS FINANCIAL CORPORATION | GBS FINANCIAL CORP.

CRD#: 16906 / SEC#: 801-60744, 8-34631

BD
Terminated by SEC on 02/11/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/23/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
GLOISTEN, DONALD GERARDCHIEF EXECUTIVE OFFICER223175
GLOISTEN, GERARD PAULPRESIDENT2579962
KINKADE, STEPHEN ROYFINANCIAL AND OPERATION PRINCIPAL833549
MORRILL, LYNN SUECHIEF COMPLIANCE OFFICER & REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL1031518

Disclosures


Regulatory Event1
Arbitration1

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


GBS FINANCIAL CORP.

CRD#: 16906

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