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DA

Donald Z. Alexander

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CRD#: 840236
DA

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 Z Alexander, who also goes by Daz Alexander, Don Alexander, Donald A Zivich, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1977. Donald had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daz Alexander | Don Alexander | Donald A Zivich

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

January 31, 1985 - December 31, 2016

DON ALEXANDER INVESTMENTS, INC.

BD
CRD#: 15931
OAK BROOK, IL
Past

July 14, 1983 - March 5, 1985

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
Past

September 9, 1982 - June 13, 1983

OBERWEIS SECURITIES, INC.

BD
CRD#: 7739
Past

February 1, 1979 - August 19, 1983

INSIGHT SECURITIES, INC.

BD
CRD#: 5611
Past

June 18, 1977 - August 27, 1982

INSIGHT SECURITIES, INC.

BD
CRD#: 5611

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: 8/24/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 40
Date: 12/27/1978
Registered Principal Examination

Current Firm


DA
DON ALEXANDER INVESTMENTS, INC.
DON ALEXANDER INVESTMENTS, INC.

CRD#: 15931 / SEC#: , 8-32974

BD
Terminated by SEC on 02/14/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/07/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALEXANDER, DONALD ZPRESIDENT, SECRETARY, DIRECTOR, CHIEF EXECUTIVE OFFICER, ROSFP840236
ALEXANDER, JOAN MARYSHAREHOLDER, CLASS B SHARES1475339
SINGLETON, DONALD MARVINCHIEF COMPLIANCE OFFICER, FINOP, ROSFP827725

Disclosures


Regulatory Event1

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


DON ALEXANDER INVESTMENTS, INC.

CRD#: 15931

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