Doron Elad is a registered investment advisor, based in Plano, TX, with 17 years of industry experience.
Location
8105 Rasor Blvd. Suite 264, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Doron sells fixed insurance, dedicating about 10-20% of his time. He also owns Masada Wealth Management, LLC DBA Diamond Capital Wealth to facilitate securities, advisory, and insurance business, taking about a quarter of his time, and owns rental properties in Tulsa, OK, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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