Donald W Talbert

Current Employers

Employment History

• 05/2015 → 12/2017
  Mass Mutual Life Insurance Company
  Florence, KY
• 06/2015 → 12/2017
  Mml Investors Services
  Florence, KY
• 12/2017 → 03/2018
  Pruco Securities, Llc
  Cincinnati, OH
• 12/2017 → 03/2018
  The Prudential Insurance Company Of America
  Cincinnati, OH
• 01/2018 → Present
  American United Life
  Florence, KY
• 03/2018 → 07/2018
  Oneamerica Securities
  Florence, KY
• 07/2018 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 07/2018 → Present
  Latitude Advisors, Llc
  Vero Beach, FL

Previous Registrations

• 2018-03-09 → 2018-07-31
  Oneamerica Securities, Inc.
  Florence, KY
  Florence, KY
  Cincinnati, OH
• 2015-07-01 → 2017-12-31
  Mml Investors Services, Llc
  Cincinnati, OH
  Florence, KY
• 2010-01-06 → 2015-05-20
  Latitude Advisors, Llc
  Florence, IN
  Yorkville, IL
  Hebron, KY
• 2006-04-13 → 2009-12-31
  Medallion Advisory Services, Llc
  Hebron, KY
• 2003-01-24 → 2006-04-13
  Equitable Advisors, Llc
  Cincinnati, OH

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Centurion Business Coach - coaching/consulting for small business owners regarding prospecting, networking, and sales development; not investment-related**Board Member: Switzerland County Tourism Legal Shield ID Shield. Sale of subscription based services to clients. Non investment related. Latitude Advisors, LLC - IA Rep - investment advisory services to clients. HEAVEN SENT CARE POSITION: Partner NATURE: In home care for seniors INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 1419 Alexandria Pike Suite B Heaven Sent Care, Ft Thomas KY 41075, United States DESCRIPTION: In home care for senior LIFE MAP FINANCIAL Is Investment Related, 7426 US 42, Suite 208, Florence, KY, 41042, United States, Fee based financial advice, DBA, 2024-04-17, 70 hours per month, 2 hours per month during trading hours, Other Compensation, Compensation will be hourly, fee and/ or commission, depending on the product and platform.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-22
• S63 Uniform Securities Agent State Law Examination
  1996-01-25

Other Names

• Don Talbert
• Donald William Talbert
• Donald William Talbert