Donald Francis Pawluk

Current Employers

Employment History

• 03/2016 → 07/2018
  Northern Lights Distributors, Llc
  Omaha, NE
• 07/2017 → 07/2018
  Gemini Alternative Funds, Llc
  Hauppauge, NY
• 10/2018 → 12/2019
  Pinnacle Family Advisors, Llc
  Springfield, MO
• 10/2018 → 12/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 07/2018 → 09/2018
  Unemployed
  Port Jefferson, NY
• 01/2020 → Present
  Dfp Insurance And Financial Services
  Port Jefferson, NY
• 07/2022 → Present
  Kestra Investment Services Llc
  Austin, TX

Previous Registrations

• 2004-05-27 → 2005-12-19
  Ofi Private Investments Inc
  New York, NY

Other Businesses

MR PAWLUK is an agency owner with Goosehead Insurance/dfp insurance and Financial services.. the address is 1303 main street, port jefferson NY 11777, p+c insurance brokerage, agecny owner, 1/1/2020- 120 hours per month- 100 during trading hours. agent for property and casualty insurance. DFP INSURANCE AND FINANCIAL SERVICES, LLC POSITION: agency owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/09/2022 ADDRESS: 40 old homestead road, port jefferson NY 11777-1155 DESCRIPTION: sales, business development for home/auto/life insurance DONALD PAWLUK POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 11/15/2022 ADDRESS: 1303 MainStreet, Port Jefferson NY 11777 DESCRIPTION: to find a suitable product to meet clients' insurance needs, help them through the application process and place policy in force KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 06/30/2022 ADDRESS: 5707 sw parkway, bldg 2, ste 400, autin TX 78735 DESCRIPTION: work with existing and new clients to build financial plans to meet their needs COASTLINE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 06/30/2022 ADDRESS: 1303 Main street, port jefferson NY 11777 DESCRIPTION: work with existing and new clients to build a financial plan based upon their needs GOOSEHEAD INSURANCE POSITION: agency owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 11/18/2022 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: grow and maintain a client base of life and p+c. identify clients insurance needs and deliver appropriate home, auto, umbrella and life policies

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12
• S65 Uniform Investment Adviser Law Examination
  2001-11-21
• S63 Uniform Securities Agent State Law Examination
  2000-07-17

Other Names

• Don Pawluk
• Donald Francis Pawluk
• Donald Pawluk