Donald Maro Kohnstamm

Current Employers

Employment History

• 11/1973 → Present
  Desmon & Kohnstamm. Inc.
  Buffalo, NY
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/1980 → Present
  Security Mutual Life Ins. Co. Of Ny
  Binghamton, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 09/1963, 15HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE; (2) NAME OF OTHER BUSINESS: DESMON & KOHNSTAMM, INC., INVESTMENT RELATED: YES, SAME AS REGISTERED ADDRESS, NATURE OF BUSINESS: INSURANCE , START DATE: 03/2009, POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER, 15HRS/WK (TRADING HOURS), BRIEF DESCRIPTION OF DUTIES: SALES AND SERVICE OF INSURANCE; (3) NOTARY PUBLIC IN NEW YORK STATE, 0 HOURS, SINCE 10/1985; (4) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 07/2018; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.; (5) TRUSTEE OF LIFE INSURANCE TRUST FOR DAUGHTER, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, LIFE INSURANCE IRREVOCABLE TRUST, START 2001, 0HRS/WK (NON-TRADING HOURS), TRUSTEE; (6) NAME OF OTHER BUSINESS: FOUNDATION FOR JEWISH PHILANTHROPIES, INVESTMENT RELATED: NO, ADDRESS: 2640 NORTH FOREST RD., GETZVILLE, NY 15058, NATURE OF BUSINESS: NON-PROFIT, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER & GOVERNANCE COMMITTEE MEMBER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: PARTICIPATE IN QUARTERLY BOARD MEETINGS AND PARTICIPATE IN PERIODIC GOVERNANCE COMMITTEE MEETINGS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-07

Other Names

• Don Kohnstamm
• Donald M Kohnstamm