Donald Lyman Watson

Employer firm

Go Wealth Management CRD 290254

$208M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Go Wealth Management

4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-01-01

OR RA
APPROVED

Since 2025-01-01

Branch Locations

Medford, OR • United States

4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • 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

Organization	City	State	From	To
Skyoak Wealth Management	Medford	OR	02/2010	02/2018
Kw Securities Corp	Larkspur	CA	03/2014	02/2018
O'COnnell Investment & Insurance Services	Eugene	OR	02/2018	Present

02/2010 → 02/2018

Skyoak Wealth Management

Medford, OR
03/2014 → 02/2018

Kw Securities Corp

Larkspur, CA
02/2018 → Present

O'COnnell Investment & Insurance Services

Eugene, OR

Previous Registrations

2010-07-29 → 2018-02-02

Skyoak Capital, Inc.

Las Vegas, NV
2010-02-23 → 2011-02-17

Resource Investment Architects, Inc.
2009-04-02 → 2010-01-14

Edward Jones

Central Point, OR
2004-05-13 → 2004-12-31

M Holdings Securities, Inc.

Seattle, WA

Other Businesses

1.INDEPENDENT INSURANCE AGENT;YES;229 N. BARTLETT STREET, MEDFORD, OR 97501;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;10/2010;16;16;SALES OF FIXED INSURANCE PRODUCTS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-23
S63	Uniform Securities Agent State Law Examination	1998-09-30

S66 Uniform Combined State Law Examination

2008-01-23
S63 Uniform Securities Agent State Law Examination

1998-09-30

View on SEC IAPD