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Donald Clifford Hurwitz

Greenbelt Investment Advisors, LLC

Round Rock, TX

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Current Employers
Greenbelt Investment Advisors, Llc

100 E Main Street Suite 101, Round Rock, TX 78664 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-12-07
  • TX RA
    APPROVED
    Since 2010-12-07

Branch Locations

100 E Main Street Suite 101, Round Rock, TX 78664 • 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
Greenbelt Investment Advisors Llc Austin TX 11/2010 Present
Previous Registrations
  • 2005-02-17 → 2011-01-27
    Evolve Investment Advisors
    Austin, TX
    Austin, TX
    Austin, TX
  • 2004-01-30 → 2006-03-31
    Treaty Oak Investment Advisors, Inc.
    Austin, TX
  • 2004-01-02 → 2004-12-31
    Austin, TX
    Austin, TX
  • 1997-09-16 → 2004-01-06
    Morgan Stanley Dw Inc.
    Austin, TX
Other Businesses

MAY RECEIVE COMPENSATION FOR CONDUCTING INSURANCE BUSINESS, INCLUDING LIFE INSURANCE. DEVOTES LESS THAN 5% OF HIS TIME TO THIS ACTIVITY. DONALD HURWITZ SERVES AS MANAGER FOR THE 1823 FORTVIEW LLC. THIS LLC IS OWNED BY THE DONALD C. HURWITZ TRUST OF WHICH DONALD HURWITZ IS THE 100% BENEFICIARY. DONALD HURWITZ MANAGES THE LLC'S OWNED REAL ESTATE ASSETS. APPROXIMATELY 10 HOURS PER MONTH WILL BE SPENT ON THIS ROLE (MINIMALLY DURING BUSINESS HOURS) AND SOME INCOME MAY BE PASSED DIRECTLY THROUGH TO DONALD HURWITZ. LECTURER AT TEXAS STATE UNIVERSITY. BUSINESS IS NOT INVESTMENT-RELATED. DEVOTES A TOTAL OF 20 HOURS, IN WHICH 15 HOURS PER WEEK ARE DURING BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-19
S63 Uniform Securities Agent State Law Examination 1997-09-15
  • S65 Uniform Investment Adviser Law Examination
    1997-09-19
  • S63 Uniform Securities Agent State Law Examination
    1997-09-15
Other Names
  • Donny Hurwitz

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