Donald Michael Bateman

Current Employers

Employment History

• 02/2013 → Present
  Lpl Financial Llc
  Coconut Creek, FL
• 01/2016 → Present
  National Wealth Management Group, Llc
  Coconut Creek, FL

Previous Registrations

• 2016-01-05 → 2021-12-31
  National Wealth Management Group, Llc
  Coconut Creek, FL
• 2010-07-28 → 2013-02-15
  Dawson James Asset Management, Inc.
  Boca Raton, FL
• 2009-06-01 → 2010-07-21
  Morgan Stanley
  Fort Lauderdale, FL
• 2005-10-25 → 2009-06-01
  Citigroup Global Markets Inc.
  Fort Lauderdale, FL
  Ft. Lauderdale, FL

Other Businesses

1) 2/17/2016: NATIONAL WEALTH MANAGEMENT GROUP, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/25/2016 - 40 Hours Per Month During Securities Trading - IAR. 2) 1/17/2017: Donnie Bateman Band - Not Investment Related - Off site, depends on the establishment - Other-Musician - Started 12/15/2016 - 12 Hours Per Month/0 Hours During Securities Trading. 3) 11/9/2021 - No Business Name - Investment Related - 9174 Glades Road Boca Raton Florida 33434 - Mortgage/Real Estate Services - Started 12/01/14 - 4 Hours Per Month/0 Hours During Securities Trading - Real Estate Services. 4) 03/27/2025 - Select Motors - Not Investment Related - Car Sales - DEERFIELD BEACH, FL - Start Date:03/24/2025 - 3 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-19
• S63 Uniform Securities Agent State Law Examination
  2001-10-31