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Detailed Report
Donald Paul Lagerquist
DON LAGERQUIST, DONALD PAUL LAGERQUIST
CRD#: 1987313
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 200 ROY STREET
SUITE 101 A
SEATTLE, WA 98109
Registration History
19901995200020052010201520202025IAEDWARD JONES (CRD# 250)2007 - Present (18 years)BEDWARD JONES (CRD# 250)1998 - Present (26 years)BWM FINANCIAL SERVICES, INC. (CRD# 599)1989 - 1998 (9 years)
License(s)

State Registrations

B
Alaska 1/8/1999
B
New York 3/17/2009
B
Arizona 11/10/2005
B
North Carolina 4/9/2019
B
California 3/2/2001
B
North Dakota 8/9/2022
B
Colorado 10/21/2014
B
Ohio 9/20/2013
B
Florida 12/5/2000
B
Oregon 5/23/2005
B
Georgia 10/12/2015
B
South Carolina 11/16/2010
B
Idaho 9/7/2012
B
Tennessee 4/4/2017
B
Maryland 6/29/2021
B
Texas 10/3/2005
B
Michigan 10/3/2012
IA
Texas 12/10/2018
B
Minnesota 6/28/2000
B
Virginia 1/27/2025
B
Montana 8/28/2020
B
Washington 10/16/1998
B
Nevada 8/26/2019
IA
Washington 1/29/2007
B
New Hampshire 4/27/2022
B
Wisconsin 4/9/2018

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
200 ROY STREET SUITE 101 A, SEATTLE, WA 98109
Registered with this firm since 1/29/2007
B
EDWARD JONES (CRD#:250)
200 ROY STREET SUITE 101 A, SEATTLE, WA 98109
Registered with this firm since 10/16/1998
Previous Registration(s)
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B
 09/13/1989 - 10/20/1998 WM FINANCIAL SERVICES, INC. (CRD#:599) IRVINE, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.