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Daniel J. Donoghue

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CRD#: 2554092
DD

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.

Daniel James Donoghue, who also goes by Daniel Donoghue, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1996. Daniel had worked at 4 firms and has passed the Series 66, Series 63, Series 65, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Donoghue

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

June 15, 2007 - July 23, 2013

DISCOVERY GROUP HOLDING COMPANY, LLC

BD
CRD#: 142863
CHICAGO, IL
Past

March 17, 2005 - March 26, 2007

NORTH SKY CAPITAL, LLC

RIA
CRD#: 133959
MINNEAPOLIS, MN
Past

January 20, 2005 - January 11, 2007

PIPER SANDLER & CO.

RIA
CRD#: 665
CHICAGO, IL
Past

February 10, 1997 - January 11, 2007

PIPER SANDLER & CO.

BD
CRD#: 665
CHICAGO, IL
Past

November 4, 1996 - January 17, 1997

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

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
IAR
Series 66
Date: 1/19/2005
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 10/11/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DG
DISCOVERY GROUP HOLDING COMPANY, LLC
DISCOVERY GROUP HOLDING COMPANY, LLC

CRD#: 142863 / SEC#: , 8-67500

BD
Terminated by SEC on 07/22/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/09/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DONOGHUE, DANIEL JAMESMANAGING MEMBER, FINOP, CHIEF FINANCIAL OFFICER, EXECUTIVE REPRESENTATIVE
MURPHY, MICHAEL ROYMANAGING MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER2636983

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


DISCOVERY GROUP HOLDING COMPANY, LLC

CRD#: 142863

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