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DS

Donald W. Suskind

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CRD#: 2738840
DS

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 Wright Suskind was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1997. Donald had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 6 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)


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

October 22, 2019 - September 25, 2025

ALPHALEDGER MARKETS, INC.

BD
CRD#: 300262
ASPEN, CO
Past

February 14, 2011 - January 14, 2019

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEWPORT BEACH, CA
Past

July 27, 2004 - February 14, 2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEWPORT BEACH, CA
Past

January 22, 2001 - August 6, 2001

CITIGROUP GENEVA CAPITAL STRATEGIES INC.

BD
CRD#: 104454
LAGUNA HILLS, CA
Past

May 20, 1997 - March 25, 1998

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO

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: 8/19/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AM
ALPHALEDGER MARKETS, INC.
ALPHALEDGER MARKETS, INC | IRIS TRADING, INC. | ALPHALEDGER MARKETS, INC.

CRD#: 300262 / SEC#: , 8-70294

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


Main Address
19362 Powder Hill Place Suite 104, Poulsbo, WA 98370
Mailing Address
Po Box 236, Poulsbo, WA 98370
Phone number
(360) 939-3670
Established
Washington since 01/25/2019
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 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#
ALPHA LEDGER TECHNOLOGIES, INC.OWNER
ABRAMCZYK, JEFFREYCEO, PRINCIPAL2545586
FELDMAN, RICHARD MARKFINOP, POO, PFO2273453
TAKEUCHI, LISA MARIECCO5874466

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


ALPHALEDGER MARKETS, INC.

CRD#: 300262

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