Doni Lynn Mooberry

Current Employers

Employment History

• 01/2002 → Present
  Mooberry Financial Mangement Llc
  Lawrence, KS
• 06/2009 → Present
  Institutional Securities Corp
  Dallas, TX
• 05/2013 → Present
  Isc Advisors, Inc.
  Dallas, TX

Other Businesses

1) Mooberry Financial Management, LLC, Doni Mooberry, Owner, provides investment advice as a registered investment advisor. 2) Doni Mooberry Accounting, owner. Operates a tax practice and is not investment related. 901 Kentucky, Suite 202, Lawrence, KS 66044 01/2001 to present. percentage of time spent: 5%, number of hours during trading time: 2 hrs/week. 3) Doni Mooberry, attorney. Not investment related. 901 Kentucky, suite 202, Lawrence, KS 66044, practice of law, from 08/1996 to present. percentage of time spent 15%, number of hours during trading time: 6 hrs/week. 4) Doni Mooberry, owns rental properties that are not investment related. 901 Kentucky, suite 202 Lawrence KS 66044, percentage of time spent: 1-2 hrs/month, no hours during trading time. 5) Lawrence Rotary Club, PO Box 442162, Lawrence, KS 66044. Not investment related. It is a nonprofit Rotary Club which is a humanitarian service organization. Doni's position is Treasurer and her firm is also paid for accounting services. Start date was 4/2002. Approximate number of hours spent per week is two. 6) Maine Street, LLC, started 1/2015, 901 Kentucky, Ste 202, Lawrence KS 66044, Real Estate Partnership, monthly accounting duties, not investment related, properties being purchased through the LLC are residential rental properties. minimal amount of time during trading hours. 7) Penn Holdings, LLC, partner/member, 700 Massachusetts, Ste. 104 Lawrence, KS 66044, entity operates a brewery/restaurant. Involved as an investor with a 1/16 ownership. About 1% of time devoted to this other business. 8) Community Children's Center. Not investment related. It is located at 901 Kentucky, Suite 202, Lawrence, KS 66044. It is a nonprofit advocating for early childhood. Doni's position is Treasurer and her firm is also paid for accounting services. Start date was 4/1/2018. Approximate number of hours spent per week is one.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-06
• S63 Uniform Securities Agent State Law Examination
  1997-02-28

Other Names

• Doni Mooberry Slough