Donald A. Wright
Professional summary
Donald Anthony Wright was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Donald is a previously registered financial professional and started their career in finance in 2008. Prior to being barred, Donald had worked at 6 firms, which includes RETIREMENT SPECIALTY GROUP INC., OPTIVISE ADVISORY SERVICES LLC, SILVER OAK SECURITIES INCORPORATED, WOODMEN FINANCIAL SERVICES INC., PLANMEMBER SECURITIES CORPORATION, FBL MARKETING SERVICES LLC.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 4, 2021 - August 1, 2024
RETIREMENT SPECIALTY GROUP, INC.
January 5, 2021 - June 9, 2021
OPTIVISE ADVISORY SERVICES LLC
November 1, 2019 - December 31, 2020
OPTIVISE ADVISORY SERVICES LLC
April 30, 2013 - October 20, 2015
SILVER OAK SECURITIES, INCORPORATED
April 8, 2010 - November 5, 2012
WOODMEN FINANCIAL SERVICES, INC.
August 14, 2009 - April 12, 2010
PLANMEMBER SECURITIES CORPORATION
September 19, 2008 - August 11, 2009
FBL MARKETING SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
RETIREMENT SPECIALTY GROUP, INC.
CRD#: 313166 / SEC#: 801-123599
Contact information
Red Flags
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