William Donald Donaldson

Current Employers

Employment History

• 08/2013 → Present
  Donaldson Financial Wellness Network Llc
  Newtown, CT
• 05/2015 → 12/2017
  Conscious Capital Wealth Mgmt. Llc
  Glastonbury, CT

Previous Registrations

• 2018-05-31 → 2023-12-31
  Donaldson Financial Wellness Network, Llc
  Newtown, CT
• 2015-06-09 → 2017-12-06
  Conscious Capital Wealth Management, Llc
  Tampa, FL
  Westport, CT
• 2013-09-04 → 2015-05-22
  Wealth Management Advisers, Llc
  Westport, CT
  Middletown, CT
  Milford, CT
• 2012-07-09 → 2013-08-29
  Vista Investment Advisors Llc
  Westport, CT
• 2000-08-16 → 2008-12-31
  Vista Investment Advisors Llc
  Stratford, CT

Other Businesses

1) DONALDSON FINANCIAL WELLNESS NETWORK, LLC. NOT INVESTMENT RELATED. 197 Huntingtown Road, Newtwon, CT 06470. DIVORCE FINANCIAL PLANNING AND MEDIATION, OWNER. 08/2013. 50 HRS/MO. MEDIATE FINANCIAL SETTLEMENTS BETWEEN DIVORCING COUPLES, PROVIDE TAX AND FINANCIAL INFORMATION TO DIVORCING INDIVIDUALS AND COUPLES TO ASSIST IN THEIR NEGOTIATIONS, PROVIDE INCOME TAX PLANNING TO VARIOUS INDIVIDUALS. 2) Insurance sales - not investment related, 197 Huntingtown Road, Newtown, CT 06470, individual agent, occasionally recommend and sell various life insurance products and annuities, 5 hrs/month, start date 8/2013.

Exams

• S66 Uniform Combined State Law Examination
  1998-12-01

Designations

Other Names

• William Donald Donaldson