AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DM

Donald J. Mccarthy

Some features on this profile are disabled
CRD#: 2816018
DM

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 Joseph Mccarthy was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1996. Donald had worked at 2 firms and has passed the Series 63, SIE, Series 52, Series 6, Series 53 and Series 26 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

May 28, 1999 - January 11, 2016

OAK GROVE INVESTMENT SERVICES, INC.

BD
CRD#: 46343
ROCHESTER, IL
Past

December 12, 1996 - August 28, 1998

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Series 63
Date: 12/11/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


OG
OAK GROVE INVESTMENT SERVICES, INC.
ACORN INVESTMENT SERVICES, INC. | OAK GROVE INVESTMENT SERVICES, INC.

CRD#: 46343 / SEC#: , 8-51388

BD
Terminated by SEC on 02/25/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 09/29/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RETIREMENT DEFENDERS.ORG, INC.SHAREHOLDER
MCENANEY, KIMBERLY IRENEFINOP4760373
NAUGHTON, GERALD EDWINCHIEF COMPLIANCE OFFICER5108021
PETTYJOHN, MARK CHARLESPRESIDENT & DIRECTOR & CEO1141552
WOODS, DONALD LLOYDDIRECTOR3149570

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


OAK GROVE INVESTMENT SERVICES, INC.

CRD#: 46343

TRUST BUT VERIFY

Monitor Donald Mccarthy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics