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Donovan E. Dorsey

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CRD#: 722140
DD

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.

Donovan Evans Dorsey was a registered financial professional .

Donovan is a previously registered financial professional and started their career in finance in 1981. Donovan had worked at 4 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 15, Series 5 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 16, 2012 - July 17, 2013

FIRST MIDWEST SECURITIES, INC.

RIA
CRD#: 21786
VILLA PARK, CA
Past

July 16, 2012 - July 17, 2013

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
VILLA PARK, CA
Past

November 23, 2010 - August 17, 2011

MORGAN STANLEY

RIA
CRD#: 149777
SANTA ANA, CA
Past

October 27, 2010 - August 17, 2011

MORGAN STANLEY

BD
CRD#: 149777
SANTA ANA, CA
Past

July 8, 1997 - March 3, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEWPORT BEACH, CA
Past

October 13, 1986 - March 3, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEWPORT BEACH, CA
Past

January 19, 1981 - October 24, 1986

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

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
IAR
Series 66
Date: 11/22/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 1/4/2011
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 4/27/1987
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 2/10/1982
Interest Rate Options Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/21/1984
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


FM
FIRST MIDWEST SECURITIES, INC.
ABLESTRONG SECURITIES, INC. | FMSI ADVISERS | FIRST MIDWEST SECURITIES, INC.

CRD#: 21786 / SEC#: 801-67749, 8-38139

BD
Cancelled by SEC on 09/28/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 03/02/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FMSI BROCHURE 20141111 (3/26/2015)

Direct owners and executive officers


NamePositionCRD#
THE INVESTMENT CO., INC.HOLDING CORP.
CROSSON, GORDON SCOTTRIA CCO/AML CO1068512
LINNA, JAMESCHAIRMAN/CEO0252013/MUNI PRINCIPAL 11/2014733321
SUTTON, KELLYOPERATIONS PRINCIPAL/VP/COO/ROSFP-OPTIONS MANAGER/CCO2033974
TRACTENBERG, ELIZABETH MARIEFINOP4577334

Disclosures


Regulatory Event9
Arbitration3

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


FIRST MIDWEST SECURITIES, INC.

CRD#: 21786

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