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DP

Donald G. Petrie

PRIVATE PLACEMENT INSURANCE PRODUCTS
Fargo, ND 58104
Some features on this profile are disabled
CRD#: 2466923
DP

Professional summary

Donald Greg Petrie is a registered financial professional currently at PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC located in Fargo, North Dakota.

Donald is registered as a RR (Registered Representative) and started their career in finance in 1994. Donald has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

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 Greg Petrie'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

October 5, 2009 - Present

PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC

Office #1: 2754 Brandt Drive South Suite 200, Fargo, ND 58104
BD
CRD#: 140139
Fargo, ND
Past

February 13, 2003 - October 2, 2009

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
SHERMAN OAKS, CA
Past

September 13, 2001 - March 6, 2003

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

April 3, 2001 - August 27, 2001

NEXCORE CAPITAL, INC.

BD
CRD#: 31893
SAN DIEGO, CA
Past

May 30, 1997 - April 5, 2001

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

September 14, 1994 - October 2, 1995

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

July 6, 1994 - September 14, 1994

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
ST. PAUL, MN

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
California
(10/5/2009)

Exams

State Security Law Exam
RR
Series 63
Date: 8/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/5/1994
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PP
PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC
PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC

CRD#: 140139 / SEC#: , 8-67284

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

Main Address
2754 Brandt Drive South Suite 200, Fargo, ND 58104
Mailing Address
2754 Brandt Drive South Suite 200, Fargo, ND 58104
Phone number
(701) 235-1183
Established
Delaware since 03/14/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 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#
SCHOEN, MATTHEW BERNARDMANAGING MEMBER/CO-CCO/AMLCO1279191
FOLEY, TRADYN SHANEREGISTERED PRINCIPAL/CO-CCO5141326
THORNTON, STEVEN LEEFINOP4496384

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

PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC

CRD#: 140139Fargo, ND 58104

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