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Donald C. Martin

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CRD#: 321125
DM

Professional summary


Donald Cleygette Martin was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Donald is a previously registered financial advisor and started their career in finance in 1968. Prior to being barred, Donald had worked at 24 firms, which includes THE LEADERS GROUP INC., SECURITIES AMERICA ADVISORS INC., SECURITIES AMERICA INC., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, SUNAMERICA SECURITIES INC., KEOGLER MORGAN & COMPANY INC., AMERITAS INVESTMENT COMPANY LLC, TRANSAMERICA FINANCIAL ADVISORS LLC, JOHN HANCOCK DISTRIBUTORS LLC, PW SECURITIES INC., CARILLON INVESTMENTS INC., MADISON CAPITAL CORP., OSAIC FS INC., LOWRY FINANCIAL SERVICES CORPORATION, INTEGRATED RESOURCES EQUITY CORPORATION, GROVE POINT INVESTMENTS LLC, FSC SECURITIES CORPORATION, MONARCH SECURITIES INC., COZAD INVESTMENT SERVICES INC., GENERAL AMERICAN LIFE INSURANCE COMPANY, PROVIDENT MARKETING CORPORATION, PROVIDENT NATIONAL EQUITIES INC., NEW ENGLAND SECURITIES, SIGNATOR INVESTORS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Donald C Martin

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

January 2, 2004 - October 12, 2005

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

July 3, 2000 - December 10, 2002

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
MADISON, AL
Past

April 12, 2000 - December 5, 2002

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 16, 1998 - August 12, 1998

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

April 19, 1994 - October 1, 1996

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

June 11, 1992 - February 15, 1994

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

September 19, 1991 - June 22, 1992

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

April 1, 1991 - September 24, 1991

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

May 30, 1990 - September 14, 1990

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

May 14, 1990 - April 1, 1991

PW SECURITIES, INC.

BD
CRD#: 6775
Past

October 20, 1989 - June 5, 1990

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646
CINCINNATI, OH
Past

October 4, 1988 - November 4, 1989

MADISON CAPITAL CORP.

BD
CRD#: 10950
Past

April 26, 1988 - October 4, 1988

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

December 2, 1987 - May 4, 1988

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291
Past

May 15, 1986 - February 24, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 27, 1985 - May 19, 1986

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Past

March 27, 1984 - March 14, 1985

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

December 8, 1983 - July 23, 1984

MONARCH SECURITIES, INC.

BD
CRD#: 2809
Past

November 23, 1983 - April 18, 1984

COZAD INVESTMENT SERVICES, INC.

BD
CRD#: 10065
Past

December 26, 1979 - January 15, 1981

GENERAL AMERICAN LIFE INSURANCE COMPANY

BD
CRD#: 3963
Past

January 14, 1977 - March 15, 1980

PROVIDENT MARKETING CORPORATION

BD
CRD#: 7328
Past

March 27, 1975 - January 14, 1977

PROVIDENT NATIONAL EQUITIES, INC.

BD
CRD#: 40
Past

September 15, 1971 - June 10, 1978

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

September 6, 1968 - January 1, 1972

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

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: 3/1/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/29/1968
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 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#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157

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