Donald Benedict Tonelli

Current Employers

Employment History

• 01/1959 → Present
  Don B. Tonelli (Self Employed)
  San Jose, CA
• 05/1978 → Present
  Don B Tonelli (Self Employed)
  San Jose, CA
• 03/1988 → 12/2016
  Foothill Securities, Inc.
  San Jose, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  San Jose, CA
• 12/2016 → 06/2024
  Securities America Advisors, Inc.
  San Jose, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Jose, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Jose, CA

Previous Registrations

• 2016-12-08 → 2024-06-14
  Securities America Advisors, Inc.
  San Jose, CA
  San Jose, CA
• 1997-12-19 → 2016-12-08
  Foothill Securities, Inc.
  San Jose, CA
  Santa Clara, CA
  Santa Clara, CA

Other Businesses

1. DON TONELLI POSITION: Referral of Prospects NATURE: Real Estate (Licensed Real Estate Broker), only activity is referral of prospect to established real estate office with an arrangement for referral fees. This is a long-standing arrangement with the same real estate firm; Keller Williams Realty. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/1992 ADDRESS: 4990 Speak Lane Suite 260, San Jose CA 95118 DESCRIPTION: Referral of prospect/client to specific representative (Keller-Williams Realty) for a referral fee - if realty firm provides solutions to clients/prospects needs. I have no physical involvement in this activity. 2. DON TONELLI POSITION: Owner/Manager NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1959 ADDRESS: 4990 Speak Lane Suite 260, San Jose CA 95118 DESCRIPTION: After review of needs and requirements of client, life insurance would be suggested. If needed, also to fulfill the needs of the client's estate.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-11

Designations

Other Names

• Don Tonelli
• Don B Tonelli