Donald Melvin Benson

Current Employers

Employment History

• 07/2001 → Present
  Donald Benson, Cpa
  Oneonta, NY
• 03/2016 → 06/2024
  Securities America Inc
  Oneonta, NY
• 03/2016 → 06/2024
  Securities America Advisors
  Oneonta, NY
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Cocoa Beach, FL
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Cocoa Beach, FL
• 11/2024 → Present
  Pvg Asset Management Corp
  Centennial, CO

Previous Registrations

• 2024-06-14 → 2024-11-22
  Osaic Wealth, Inc.
  Oneonta, NY
  Cocoa Beach, FL
• 2019-01-04 → 2024-06-14
  Securities America Advisors, Inc.
  Oneonta, NY

Other Businesses

1.) BENSON WEALTH MANAGEMENT, LLC, POSITION: Owner NATURE: Office Services INVESTMENT RELATED: No NUMBER OF HOURS: 15 Hours per week: START DATE: 10/2024: DESCRIPTION: Office/Company LLC 2.) DONALD M BENSON CPA PA, POSITION: President NATURE: public accounting INVESTMENT RELATED: No NUMBER OF HOURS: average 10 hours per week ( more during tax season) START DATE: 02/01/2019: DESCRIPTION: prepare tax returns and conduct audits of condo associations 3) BENSON FINANCIAL SERVICES, POSITION: owner NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 hours per week START DATE: 02/01/2019 DESCRIPTION: insurance sales these FL and NYS locations 4.) DONALD BENSON CPA PC, POSITION: Active CPA NATURE: Public Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: average 10 hours per week START DATE: 07/01/2001: DESCRIPTION: Sole owner and manager of accounting and tax preparation service 5.) BENSONS OVERLOOK, POSITION: owner NATURE: Landlord services INVESTMENT RELATED: No NUMBER OF HOURS: average 3 hours per month START DATE: NEED: DESCRIPTION: Sole owner and manager of accounting and tax preparation service

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-13
• S63 Uniform Securities Agent State Law Examination
  1998-02-02

Designations

Other Names

• Donald Melvin Benson