Derek P. Greening
Professional summary
Derek P Greening, who also goes by Derek P Greening, Derek Paul Greening, is a registered financial professional currently at DONNELLY PENMAN & PARTNERS located in Grosse Pointe Woods, Michigan.
Derek is registered as a RR (Registered Representative) and started their career in finance in 2021. Derek has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Derek P Greening's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2025 - Present
DONNELLY PENMAN & PARTNERS
Office #1: 63 Kercheval Avenue, Suite 112, Grosse Pointe Woods, MI 48236September 4, 2023 - June 22, 2025
J.P. MORGAN SECURITIES LLC
August 1, 2023 - June 22, 2025
J.P. MORGAN SECURITIES LLC
October 15, 2021 - May 9, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/28/2025)
Exams
Series 7TO
Date: 10/15/2021
General Securities Representative ExaminationFINRA
Current Firm
DONNELLY PENMAN & PARTNERS
CRD#: 104448 / SEC#: , 8-52909
Contact information
FINRA licenses (7 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CHRISTIANS, ANDREW CHARLES | TREASURER | 5275038 |
| CUNNINGHAM, GREGORY H | SENIOR VICE PRESIDENT | 6009077 |
| LAMB, JEREMY LOUIS | SECRETARY | 4577771 |
| PENMAN, JAMES CARL | CEO | 2407009 |
| VORHEES, ROY WEBSTER IV | SENIOR VICE PRESIDENT | 4350755 |
| BERNARD, JOHN XAVIER | ASSOCIATE | 6828249 |
| MOLITOR, MICHAEL ARTHUR | ASSOCIATE | 7453889 |
| SADZEWICZ, GERY JOSEPH | CHIEF COMPLIANCE OFFICER | 1090963 |
| SHEA, THOMAS EDWARD | FINOP | 2299633 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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