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Donnell Justice Wright

CRD# 6588462·Registered 2017 - 2018
Previously Registered: Being a previously registered professional could mean that Donnell 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.

Professional Summary

Donnell Justice Wright was a registered financial advisor. Donnell was a previously registered financial professional and started their career in finance 2017 - 2018. Donnell had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

WORDEN CAPITAL MANAGEMENT LLC·CRD# 148366
BD
New York, NY
May 3, 2018 - July 11, 2018
WINDSOR STREET CAPITAL, LP·CRD# 34171
BD
New York, NY
February 28, 2018 - April 24, 2018
FOUR POINTS CAPITAL PARTNERS LLC·CRD# 43149
BD
New York, NY
July 10, 2017 - September 12, 2017
WORDEN CAPITAL MANAGEMENT LLC·CRD# 148366
BD
New York, NY
January 21, 2017 - June 27, 2017

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Current Firm

WC
WORDEN CAPITAL MANAGEMENT LLC

WORDEN CAPITAL MANAGEMENT LLC

CRD#: 148366 / SEC#: 8-68010
BD
Cancelled by SEC on 09/28/2023

Contact Information

Established

New York since 05/08/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
WORDEN, JAMIE JOHNCEO, MEMBER4637404
BODKIN, GREGORY PATRICKCCO3008389
BORGNER, RICHARD REISSCOO/MUNICIPAL PRINCIPAL/ROSFP1104666
CUCCIA, GARY JOHNFINOP1386493

Disclosures

Regulatory Event

6

Arbitration

12

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2017About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2017About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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