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Fairfield Township, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-24 |
| OH | RA | APPROVED | 1999-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Life Services | Cincinnati | OH | 10/1986 | Present |
| Donald Felty Llc | Fairfield Township | OH | 07/2001 | Present |
1. Name of Other Business: DONALD FELTY & CO 2. Investment-Related: Yes 3. Address: 6989 Morris Rd, Fairfield Township, OH 45011 4. Nature of Business: Fixed Annuity and Life Insurance Sales 5. Position/Title: Owner / Licensed Insurance Agent 6. Start Date: 11/1987 7. Hours Per Month: 20 hours 8. Hours During Trading Hours: 10 hours 9. Duties: Provide fixed annuity and life insurance product solutions and services to clients as an independent licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-20 |
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