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Donald John Bellefy

Osaic Institutions, Inc.

Woodbury, MN

Eagan, MN

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-28
WI RA APPROVED 2026-07-28
  • MN RA
    APPROVED
    Since 2026-07-28
  • WI RA
    APPROVED
    Since 2026-07-28

Branch Locations

195 Radio Drive, Woodbury, MN 55125 • United States

1251 Town Centre Drive, Eagan, MN 55121 • 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
Sammons Financial Network West Des Moines IA 12/2011 06/2020
Spc Ann Arbor MI 11/2012 06/2020
Global Atlantic Distributors, Llc Hartford CT 06/2020 06/2026
Global Atlantic Financial Company Hartford CT 06/2020 06/2026
Osaic Institutions, Inc Meriden CT 07/2026 Present
Blaze Credit Union Minneapolis MN 07/2026 Present
  • 12/2011 → 06/2020
    Sammons Financial Network
    West Des Moines, IA
  • 11/2012 → 06/2020
    Spc
    Ann Arbor, MI
  • 06/2020 → 06/2026
    Global Atlantic Distributors, Llc
    Hartford, CT
  • 06/2020 → 06/2026
    Global Atlantic Financial Company
    Hartford, CT
  • 07/2026 → Present
    Osaic Institutions, Inc
    Meriden, CT
  • 07/2026 → Present
    Blaze Credit Union
    Minneapolis, MN
Previous Registrations
  • 2012-11-29 → 2020-07-30
    Spc
    West Des Moines, IA
  • 2009-11-30 → 2010-12-01
    Directed Services Llc
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-28
S63 Uniform Securities Agent State Law Examination 1998-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-07-28
  • S63 Uniform Securities Agent State Law Examination
    1998-08-21

View on SEC IAPD

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DOUGLAS WILLIAM GALLWAS
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FOCUS FINANCIAL · WOODBURY, MN
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. · Woodbury, MN
FOCUS FINANCIAL · WOODBURY, MN
OSAIC WEALTH, INC. · WOODBURY, MN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WOODBURY, MN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Woodbury, MN
EDWARD JONES · WOODBURY, MN
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