Best Investors Account Sign in
Claim This Profile
Current Employers
Donald Felty, Llc

Fairfield Township, OH • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-24
OH RA APPROVED 1999-11-10
  • KY RA
    APPROVED
    Since 2025-11-24
  • OH RA
    APPROVED
    Since 1999-11-10

Branch Locations

Fairfield Township, OH • 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
Transamerica Life Services Cincinnati OH 10/1986 Present
Donald Felty Llc Fairfield Township OH 07/2001 Present
  • 10/1986 → Present
    Transamerica Life Services
    Cincinnati, OH
  • 07/2001 → Present
    Fairfield Township, OH
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-06-20
  • S63 Uniform Securities Agent State Law Examination
    1986-06-20
Designations
Other Names
  • Don Felty

View on SEC IAPD

More in Fairfield Township, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor