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JD

John E. Donahue

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CRD#: 69840
JD

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.

John Edward Donahue III, who also goes by John Edward Donahue, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1962. John had worked at 5 firms and has passed the Series 63, Series 7, Series 3, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Edward Donahue

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

November 7, 1995 - September 25, 1997

LIND-WALDOCK SECURITIES, INC.

BD
CRD#: 38167
CHICAGO, IL
Past

October 4, 1984 - January 11, 1985

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

December 24, 1974 - January 29, 1978

BECKER SECURITIES INCORPORATED

BD
CRD#: 6796
Past

November 29, 1972 - June 12, 1978

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

May 16, 1962 - June 12, 1978

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

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: 8/23/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/16/1962
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 11/22/1972
Registered Principal Examination

Current Firm


LS
LIND-WALDOCK SECURITIES, INC.
LIND-WALDOCK SECURITIES, INC.

CRD#: 38167 / SEC#: , 8-48263

BD
Terminated by SEC on 01/12/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 07/29/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BERCOVITZ, ELLIOTSHAREHOLDER
FLIPPEN, RYMAN HENRY IISHAREHOLDER
JOHN H. WALDOCK, TRUSTEE THE JOHN H. WALDOCK REVOCABLE TRUSTSHAREHOLDER
KONOPIOTS, THOMAS JOHNSHAREHOLDER
LIND, BARRY JOELSHAREHOLDER
MARC MILLSTEIN, TRUSTEE THE JOANNA TRUSTSHAREHOLDER

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


LIND-WALDOCK SECURITIES, INC.

CRD#: 38167

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