AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DR

Donald V. Renda

Some features on this profile are disabled
CRD#: 868748
DR

Professional summary


Donald Vincent Renda was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Donald is a previously registered financial professional and started their career in finance in 1979. Prior to being barred, Donald had worked at 8 firms, which includes INTERMOUNTAIN FINANCIAL SERVICES INC., RICHARDS INVESTMENTS, ANCHOR NATIONAL FINANCIAL SERVICES INC., IRONWOOD SECURITIES INC., WOMEN SECURITIES INTERNATIONAL, BOARDWALK CAPITAL CORPORATION, SAINT ANTHONY SECURITIES INC., SOUTHMARK FINANCIAL SERVICES INC..

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

February 25, 1997 - August 4, 1998

INTERMOUNTAIN FINANCIAL SERVICES, INC.

BD
CRD#: 15386
HEBER CITY, UT
Past

November 25, 1991 - November 25, 1991

RICHARDS INVESTMENTS

BD
CRD#: 3176
SALT LAKE CITY, UT
Past

September 30, 1987 - April 10, 1990

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

November 8, 1985 - September 30, 1987

IRONWOOD SECURITIES, INC.

BD
CRD#: 13543
Past

July 26, 1985 - October 28, 1985

WOMEN SECURITIES INTERNATIONAL

BD
CRD#: 10422
Past

January 31, 1982 - July 19, 1985

BOARDWALK CAPITAL CORPORATION

BD
CRD#: 10279
Past

January 27, 1981 - August 7, 1981

SAINT ANTHONY SECURITIES, INC.

BD
CRD#: 3476
Past

July 23, 1979 - October 9, 1980

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

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: 1/14/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/9/1979
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IF
INTERMOUNTAIN FINANCIAL SERVICES, INC.
INTERMOUNTAIN FINANCIAL SERVICES, INC.

CRD#: 15386 / SEC#: , 8-32109

BD
Cancelled by SEC on 05/01/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Idaho since 05/21/1984
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SWEAT, KENT DUANEPRESIDENT/CCO1157627
ASHLIMAN, RANDELL KENTFINOP, OPTIONS PRINCIPAL, MSRB PRINCIPAL860713

Disclosures


Regulatory Event8
Arbitration1

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


INTERMOUNTAIN FINANCIAL SERVICES, INC.

CRD#: 15386

TRUST BUT VERIFY

Monitor Donald Renda

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics