Donald J. Kursar
Professional summary
Donald Jerry Kursar is a registered financial professional currently at ROOSEVELT & CROSS, INCORPORATED located in New York, New York.
Donald is registered as a RR (Registered Representative) and started their career in finance in 2022. Donald has worked at 2 firms and has passed the Series 63, Series 7TO, Series 52TO, SIE and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Donald Jerry Kursar's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 12, 2024 - Present
ROOSEVELT & CROSS, INCORPORATED
Office #1: One Exchange Plaza 55 Broadway 22nd Fl, New York, NY, 10006April 5, 2022 - July 8, 2024
JEFFERIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/12/2024)
Exams
Series 7TO
Date: 6/23/2022
General Securities Representative ExaminationSeries 52TO
Date: 4/5/2022
Municipal Securities Representative ExaminationFINRA
Current Firm
ROOSEVELT & CROSS, INCORPORATED
CRD#: 6964 / SEC#: , 8-19363
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FARAWELL, JOHN MADDEN | DIRECTOR | 1018554 |
| FINN, FRANCIS GREGORY | CHAIRMAN OF THE BOARD | 1019346 |
| BRENNAN, ELAINE MARIE | DIRECTOR | 720043 |
| HALLER, JOSEPH CROSS | DIRECTOR | 4826263 |
| MONAHAN, SCOTT THOMAS | DIRECTOR | 4882785 |
| STAVITSKI, CHARLES CLEMENT | CEO | 5435642 |
| WAGNER, DAVID CHARLES | DIRECTOR | 4249755 |
| WELSH, WILLIAM WALTER | 5% OWNER | 1602929 |
| CAWLEY, KATHLEEN | CCO | 1129804 |
| MOORE, DAVID WILLIAM | COO/SENIOR VICE PRESIDENT | 2209528 |
| SAKOL, DANIEL SCOTT | FINOP | 2813237 |
Disclosures
| Regulatory Event | 4 |
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