Donald Ryan Mccloskey

Current Employers

Employment History

• 08/2004 → 04/2018
  Lincoln Financial Advisors
  San Ramon, CA
• 04/2018 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2018 → 01/2025
  Summit Wealth & Retirement Partners
  Danville, CA
• 04/2018 → Present
  Summit Wealth And Retirement Partners
  Danville, CA
• 01/2013 → 03/2018
  Lincoln Financial
  San Ramon, CA
• 03/2019 → Present
  Summit Wealth And Retirement Partners
  Danville, CA

Previous Registrations

• 2010-04-05 → 2018-04-23
  Osaic Fa, Inc.
  San Ramon, CA
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN

Other Businesses

1. Summit Wealth and Retirement Planning DBA Summit Wealth & Retirement Partners; investment-related; 2000 Crow Canyon Place, Ste. 410, San Ramon, CA 94583; RIA; Financial Advisor/CCO/COO; April 2, 2018; 160 hours per month; 4 hours per day during trading hours; Financial Advisor: provide financial planning advice and investment management advise to Summit clients, CCO & COO: responsible for managing operations and compliance for the firm. 2. Mutual Securities, Inc.; investment-related; 807-A Camarillo Springs Rd. Camarillo, CA 93012; Broker dealer; Branch Principal, Licensed as a registered representative and registered principal; April 2018; 10 hours per month; 1 hour during trading hours; responsible for compliance of branch. Reviewing correspondence, supervision of registered representatives, and staff, reviewing and approving new broker dealer business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-04-17

Designations

Other Names

• Donald R Mccloskey
• Donald R Mccloskey