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Donna B. Murdoch

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CRD#: 5118903
DM

Professional summary

Donna B. Murdoch was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Donna is a previously registered financial professional and started their career in finance in 2006. Prior to being barred, Donna had worked at 1 firm, which includes THE KEYSTONE EQUITIES GROUP L.P..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Donna Brodsky | Donna Murdoch

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

April 28, 2006 - June 3, 2008

THE KEYSTONE EQUITIES GROUP, L.P.

BD
CRD#: 127529
OAKS, PA

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: 5/2/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/27/2006
General Securities Representative Examination

Current Firm

TK
THE KEYSTONE EQUITIES GROUP, L.P.
THE KEYSTONE EQUITIES GROUP, L.P.

CRD#: 127529 / SEC#: , 8-66011

BD
Terminated by SEC on 08/31/2013
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Contact information

Main Address
Mailing Address
Phone number
Established
Pennsylvania since 02/25/2003
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
KEYSTONE GROUP HOLDINGS, LPPARTNER
FREEMAN, JOHN PLESNAROFFICER1651569
FRETZ, WILLIAM BRUCE JRCEO, CFO, SROP1545760
FRETZ, WILLIAM BRUCE JRCCO1545760
KEYSTONE GENERAL PARTNERS, INC.GENERAL PARTNER

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

THE KEYSTONE EQUITIES GROUP, L.P.

CRD#: 127529

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