Donald Baran is a registered investment advisor, based in Summit, NJ, with 4 years of industry experience.
Location
475 Springfield Ave, Summit, NJ, 07901
Get directionsHistory
Regulatory History
Clean regulatory record
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
Donald works as an insurance wholesaler for fixed insurance products, dedicating about half of his time to this activity. He is also an IAR Rep, but spends minimal time on that role.
Employment History
Current Registrations
The Leaders Group, INC.
August 2021 - Present · 4 yrs 9 mos
Tlg Advisors, INC.
August 2021 - Present · 4 yrs 9 mos
The Leaders Group, INC.Broker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Edward Jones
January 2020 - February 2020 · 1 mo
Edward JonesBroker
December 2019 - February 2020 · 2 mos
State Registrations1 state
IL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.