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Donald Matthew Storm
DONALD STORM
CRD#: 5555633
IA
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EDWARD JONESCRD#: 250 141 S PURCELL BLVD SUITE 150
PUEBLO WEST, CO 81007
PUEBLO WEST, CO 81007
0
Disclosures
15
Years of Experience
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State Registrations
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Arizona 3/30/2023
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Minnesota 6/5/2024
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California 6/20/2017
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Nebraska 3/26/2019
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Colorado 2/17/2017
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Nevada 3/6/2023
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Colorado 2/17/2017
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New Jersey 6/13/2023
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Florida 7/18/2024
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New Mexico 12/16/2022
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Georgia 2/17/2017
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Texas 8/16/2018
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Idaho 1/30/2024
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Texas 1/11/2019
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Kentucky 1/7/2022
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Utah 6/26/2023
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Michigan 3/1/2023
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Washington 9/29/2023
SRO Registrations
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Registered with this firm since 2/17/2017
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Registered with this firm since 2/17/2017
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/03/2016 - 03/17/2017 | Pueblo West, CO | |
B | 10/03/2016 - 03/17/2017 | Pueblo West, CO | |
IA | 05/30/2012 - 10/04/2016 | PUEBLO, CO | |
B | 05/30/2012 - 10/04/2016 | PUEBLO, CO | |
IA | 09/10/2008 - 06/29/2011 | PUEBLO, CO | |
B | 08/15/2008 - 06/29/2011 | PUEBLO, CO |
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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.
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.