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DA

Douglas D. Austin

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CRD#: 8888
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.

Douglas D Austin, who also goes by Douglas D Austin Sr, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1968. Douglas had worked at 10 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Douglas D Austin Sr

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 13, 2012 - May 10, 2012

AUSTIN, DOUGLAS D.

RIA
CRD#: 159570
SOQUEL, CA
Past

February 11, 2011 - March 14, 2012

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
SOQUEL, CA
Past

October 29, 2009 - February 9, 2011

AMERICAN INVESTMENT SERVICES

RIA
CRD#: 144088
SOQUEL, CA
Past

January 17, 2008 - September 8, 2009

OGILVIE SECURITY ADVISORS CORPORATION

RIA
CRD#: 10105
SOQUEL, CA
Past

January 2, 2008 - September 8, 2009

OGILVIE SECURITY ADVISORS CORPORATION

BD
CRD#: 10105
SOQUEL, CA
Past

May 1, 2000 - October 30, 2007

OGILVIE SECURITY ADVISORS CORPORATION

RIA
CRD#: 10105
SOQUEL, CA
Past

January 21, 1999 - October 30, 2007

OGILVIE SECURITY ADVISORS CORPORATION

BD
CRD#: 10105
SOQUEL, CA
Past

November 15, 1993 - December 31, 1998

OGILVIE SECURITY ADVISORS CORPORATION

BD
CRD#: 10105
CHICAGO, IL
Past

December 2, 1992 - January 4, 1994

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 19, 1989 - January 28, 1991

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

June 8, 1984 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 11, 1975 - August 26, 1982

PENSION EQUITIES CO.

BD
CRD#: 6252
Past

August 3, 1973 - March 10, 1975

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

December 2, 1968 - August 3, 1973

CAPITAL SECURITIES COMPANY

BD
CRD#: 1000002

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


General Industry/Product Exam
RR
Series 1
Date: 7/3/1968
Registered Representative Examination

Current Firm


AD
AUSTIN, DOUGLAS D.
AUSTIN, DOUGLAS D.

CRD#: 159570 / SEC#:

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Contact information


Main Address
2840 Park Avenue, Soquel, CA 95073
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


AUSTIN, DOUGLAS D.

CRD#: 159570

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