Don Sanborn Crook

Current Employers

Employment History

• 09/1991 → Present
  Great American Reserve
  Dallas, TX
• 10/2002 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Austin, TX

Previous Registrations

• 2005-07-22 → 2019-10-04
  Legend Advisory, Llc
  Austin, TX
  Palm Beach Gardens, FL
  Austin, TX

Other Businesses

PARTNERS IN HOPE MINISTRIES POSITION: Board Member of non-profit. My role with not only be to continue to serve the clients of Partner of Hope within our community but to assist as needed in the oversight of the organization as a non-profit. NATURE: Ministry INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2023 ADDRESS: 7301 Ranch Road 620 N., Suite 155-186, Austin TX 78726, United States DESCRIPTION: Participate in monthly board meetings and assist with various board projects and fund raising to assist in keeping the organization afloat. THE MICHAEL JAMES COTTON FOUNDATION POSITION: Board Member NATURE: Memorial Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2023 ADDRESS: PO Box 984, Dripping Springs TX 78620, United States DESCRIPTION: Provide feedback on fundraising efforts and feedback on allocation of resources. I have been asked to serve on the board. COMBINED BENEFITS GROUP, INC. POSITION: President / Agent NATURE: Employee Benefit Sales and Consulting and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2001 ADDRESS: 1202 Lakeway Drive, Suite 6, Austin TX 78734, United States DESCRIPTION: Sales and service of Employee Benefit Plans and Insurance and Benefit Consulting. Any retirement plans discussed are offered through Lincoln Investment Planning. CBG SERVICES CORPORATION POSITION: President / Manager NATURE: TPA Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2005 ADDRESS: 1202 Lakeway Drive, Suite 6, Austin TX 78734, United States DESCRIPTION: Oversee staff that receives and processes premiums and reconciles on behalf of employee benefit clients. This does not relate in any way to Lincoln Investment Clients. DS FINANCIAL GROUP, INC. POSITION: President / Registered Agent NATURE: Tax / Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/28/2022 ADDRESS: PO Box 164195, Austin TX 78716, United States DESCRIPTION: Transfer of income personally received to corporation for accounting purposes and expense tracking. FIXED ANNUITIES AND INSURANCE POSITION: Agent NATURE: Fixed Annuities and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1991 ADDRESS: 1202 Lakeway Drive, Austin TX 78734, United States DESCRIPTION: Residual commissions received / Sales and Service of insurance. FAMILY CONDO POSITION: Joint Owner in bank account NATURE: Family Condo Managed for Inlaws INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2024 ADDRESS: 152 Mimosa Point, Unit C1, Hot Springs AR 71913, United States DESCRIPTION: Keep the books on behalf of the family and attend HOA meeting if necessary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-18
• S63 Uniform Securities Agent State Law Examination
  1992-08-21

Other Names

• Donnie Crook