Donald J. Bellefy
Professional summary
Donald John Bellefy is a registered financial professional currently at GLOBAL ATLANTIC DISTRIBUTORS, LLC located in Phoenix, Arizona.
Donald is registered as a RR (Registered Representative) and started their career in finance in 1998. Donald has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Donald John Bellefy's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2020 - Present
GLOBAL ATLANTIC DISTRIBUTORS, LLC
November 29, 2012 - July 30, 2020
SPC
February 3, 2012 - June 3, 2020
SAMMONS FINANCIAL NETWORK, LLC
January 7, 2011 - December 13, 2011
CNL SECURITIES CORP.
November 30, 2009 - December 1, 2010
DIRECTED SERVICES LLC
July 10, 2007 - December 1, 2010
DIRECTED SERVICES LLC
November 7, 2002 - July 16, 2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC
October 19, 2001 - November 7, 2002
CITISTREET EQUITIES LLC
November 2, 2000 - July 14, 2001
WELLS FARGO INVESTMENTS, LLC
June 2, 2000 - July 14, 2001
WELLS FARGO SECURITIES INC.
May 11, 1999 - December 13, 2000
WELLS FARGO BROKERAGE SERVICES, L.L.C.
August 5, 1998 - May 24, 1999
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2020)
(9/22/2020)
(12/2/2020)
Exams
FINRA
Current Firm
GLOBAL ATLANTIC DISTRIBUTORS, LLC
CRD#: 8326 / SEC#: , 8-25027
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GLOBAL ATLANTIC (FIN) COMPANY | OWNER | |
| BICKLER, JASON ALEXANDER | PRESIDENT AND MANAGER | 4164884 |
| MOORCROFT, WILLIAM BENJAMIN | CHIEF COMPLIANCE OFFICER | 4258952 |
| NELSON, PAULA GENEVIEVE | MANAGER, HEAD OF DISTRIBUTION | 2015528 |
| PAULOUSKY, MICHAEL RYAN | TREASURER | 7339297 |
| RAMOS, SAMUEL | GENERAL COUNSEL AND SECRETARY | 6722343 |
| RIP, OLGA | FINOP AND CHIEF FINANCIAL OFFICER | 5440553 |
| RUTHERFORD, KELLY JUNE | SENIOR VICE-PRESIDENT | 7282305 |
| SIEGEL, DEAN CYRUS | VICE PRESIDENT | 3224832 |
| TODD, ERIC DAVID | MANAGER | 2175308 |
| WEISS, DAVID LEE | SENIOR VICE PRESIDENT | 2345057 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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