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Donald J. Porter

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CRD#: 817124
DP

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 Judson Porter was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1976. Donald had worked at 12 firms and has passed the Series 63, Series 5 and Series 7 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

June 15, 1998 - June 20, 2000

KASHNER DAVIDSON SECURITIES CORPORATION

BD
CRD#: 5319
SARASOTA, FL
Past

September 11, 1997 - March 18, 1998

HOBBS MELVILLE SECURITIES CORP.

BD
CRD#: 40133
NEW YORK, NY
Past

January 2, 1992 - May 22, 1997

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

February 13, 1991 - November 8, 1991

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

June 4, 1990 - December 31, 1990

FIRST GATEWAY SECURITIES INC.

BD
CRD#: 22596
Past

September 6, 1989 - May 8, 1990

NETWORK 1 FINANCIAL SECURITIES INC.

BD
CRD#: 13577
RED BANK, NJ
Past

May 19, 1988 - February 1, 1989

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

May 24, 1985 - April 13, 1988

NORTH AMERICAN INVESTMENT CORP.

BD
CRD#: 7568
Past

March 7, 1983 - June 4, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

November 19, 1981 - March 11, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

January 31, 1980 - October 16, 1981

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

May 5, 1976 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

January 6, 1976 - May 15, 1976

MOSELEY, HALLGARTEN & ESTABROOK INC.

BD
CRD#: 6679

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: 3/28/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/19/1981
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


KD
KASHNER DAVIDSON SECURITIES CORPORATION
KASHNER DAVIDSON SECURITIES CORPORATION | KASHNER SECURITIES CORPORATION | KASHNER LODGE SECURITIES CORPORATION

CRD#: 5319 / SEC#: , 8-14684

BD
Terminated by SEC on 06/23/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 08/30/1977
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KASHNER, VICTOR LAWRENCEOWNER/CHAIRMAN OF THE BOARD264714
ROTHENBACH, MELISSA JANECFO/BOARD OF DIRECTORS/PRESIDENT/CHIEF COMPLIANCE OFFICER/OPTIONS AND SECURITY FUTURES PRINCIPAL CORP SECRETARY2721816

Disclosures


Regulatory Event19
Civil Event1
Arbitration3
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


KASHNER DAVIDSON SECURITIES CORPORATION

CRD#: 5319

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