Donald Patrick Pickford

Current Employers

Employment History

• 01/2000 → 01/2019
  Self Employed, Managing General Agent At Voya
  Escondido, CA
• 01/2019 → 05/2022
  Voya/Cetera Wealth
  San Marcos, CA
• 10/2021 → Present
  Haupt Financial Group Inc
  Temecula, CA
• 06/2021 → 05/2022
  Cetera Advisor Networks
  El Segundo, CA
• 05/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/1997; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 3; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES; 2. NAME OF OTHER BUSINESS: HAUPT FINANCIAL GROUP INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2021; POSITION/TITLE/RELATIONSHIP: TELE MARKETER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MAKE PHONE CALLS TO EXISTING CLIENTS TO HELP SERVICE THEM.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-10
• S65 Uniform Investment Adviser Law Examination
  2019-11-25

Other Names

• Pickford Donald
• Pickford Patrick Donald
• Donald Patrick Pickford