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David Anthony Doran

Edward Jones

Apple Valley, CA

CRD 6191090

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-21
CA RA APPROVED 2018-12-21
  • TX RA
    APPROVED
    Since 2020-07-21
  • CA RA
    APPROVED
    Since 2018-12-21

Branch Locations

19015 Town Center Dr Suite 203, Apple Valley, CA 92308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Apple Valley CA 05/2013 06/2018
Indiana University - East Richmond IN 01/2018 Present
Edward Jones St Louis MO 06/2018 Present
Kiwanis Club Of Apple Valley Apple Valley CA 10/2016 09/2017
  • 05/2013 → 06/2018
    Edward Jones
    Apple Valley, CA
  • 01/2018 → Present
    Indiana University - East
    Richmond, IN
  • 06/2018 → Present
    Edward Jones
    St Louis, MO
  • 10/2016 → 09/2017
    Kiwanis Club Of Apple Valley
    Apple Valley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-22
  • S66 Uniform Combined State Law Examination
    2018-08-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CENTAURUS FINANCIAL, INC.
EAGLE STRATEGIES LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

CHRISTOPHER DELBERT MARTIN
CESAR GARCIA
VICTORIA PAIGE MARTIN

Nearby Offices

CENTAURUS FINANCIAL, INC. · APPLE VALLEY, CA
EAGLE STRATEGIES LLC · APPLE VALLEY, CA
U.S. BANCORP ADVISORS, LLC · Victorville, CA

More in Apple Valley, CA

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