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DF

Donald L. Foiani

Some features on this profile are disabled
CRD#: 6884263
DF

Professional summary

Being a previously registered professional could mean that this person 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.

Donald L Foiani, who also goes by Don Louis Foiani III, Donny Louis Foiani III, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 2019. Donald had worked at 1 firm and has passed the Series 63, SIE and Series 79TO exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Don Louis Foiani Iii | Donny Louis Foiani Iii

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

July 19, 2019 - December 24, 2019

BLOOM SECURITIES, LLC

BD
CRD#: 284530
Aventura, FL

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: 8/30/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/13/2019
Investment Banking Registered Representative Examination

Current Firm

BS
BLOOM SECURITIES, LLC
BLOOM SECURITIES, LLC

CRD#: 284530 / SEC#: , 8-69805

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

Main Address
1010 S Federal Hwy Suite 2804, Hallandale Beach, FL 33009
Mailing Address
1010 S Federal Hwy Suite 2804, Hallandale Beach, FL 33009
Phone number
(305) 974-0700
Established
Florida since 02/09/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
THE BLOOM ORGANIZATION II, INCMEMBER
GOETTLING, ROBERT CHARLESMANAGER, CCO5997149
SERRA, CARL ANTHONY IIIFINOP3179039

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

BLOOM SECURITIES, LLC

CRD#: 284530

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