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SD

Stephen G. Donahue

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CRD#: 69862
SD

Professional summary


Stephen Greg Donahue was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stephen is a previously registered financial professional and started their career in finance in 1971. Prior to being barred, Stephen had worked at 7 firms, which includes DONAHUE SECURITIES INC., INVESTORS BROKERAGE SERVICES INC., INTEGRATED RESOURCES EQUITY CORPORATION, NATHAN & LEWIS SECURITIES INC., WOODBURY FINANCIAL SERVICES INC., PRUCO SECURITIES LLC., THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven G Donahue | Steven Greg 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

June 5, 1989 - March 6, 2001

DONAHUE SECURITIES, INC.

BD
CRD#: 24330
CINCINNATI, OH
Past

July 22, 1983 - June 3, 1989

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257
ELGIN, IL
Past

September 2, 1982 - June 3, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 13, 1982 - December 27, 1983

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
Past

March 1, 1982 - September 29, 1982

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
Past

February 10, 1982 - September 7, 1982

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

October 22, 1971 - September 7, 1982

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680

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: 5/7/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 10/19/1971
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


DS
DONAHUE SECURITIES, INC.
DONAHUE SECURITIES, INC.

CRD#: 24330 / SEC#: , 8-41067

BD
Terminated by SEC on 05/09/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 02/17/1989
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BARRETT, MICHAEL, RRECEIVER
LUTZ, DOUGLAS, LEESIPC TRUSTEE

Disclosures


Regulatory Event8
Civil Event1
Bond1

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


DONAHUE SECURITIES, INC.

CRD#: 24330

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