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Registered advisor
D••••• M•••••• S••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Donald Storm
At current firm
9 y
since Feb 17, 2017
In the industry
18 y
since Aug 28, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Feb 17, 2017 · Pueblo West, Co
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedOct 3, 2016 to Mar 17, 2017 · Pueblo West, Co
- U••• B•••••• I••••••••• I••• formerMay 30, 2012 to Oct 4, 2016 · Pueblo, Co
- E••••• J•••• national BDSep 10, 2008 to Jun 29, 2011 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• I••••••••• R••••••• A•••••••• I••• to E••••• J••••left Mar 17, 2017, registered Feb 17, 2017 (-28 days) · Other
- U••• B•••••• I••••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Oct 4, 2016, registered Oct 3, 2016 (-1 days) · Other
- E••••• J•••• to U••• B•••••• I••••••••• I•••left Jun 29, 2011, registered May 30, 2012 (336 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address