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Matthew Allen Duncan

Donaldson Capital Management LLC

Alpharetta, GA

Evansville, IN

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Current Employers
Donaldson Capital Management Llc

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-03
  • GA RA
    APPROVED
    Since 2026-06-03

Branch Locations

3460 Preston Ridge Rd #560, Alpharetta, GA 30005 • United States

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • 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
Td Ameritrade Inc Atlanta GA 03/2008 10/2021
Fisher Investments Cumming GA 02/2022 04/2022
Unemployed Cumming GA 10/2021 02/2022
Donaldson Capital Management Llc Evansville IN 04/2026 Present
Fis Jacksonville FL 05/2022 03/2026
  • 03/2008 → 10/2021
    Td Ameritrade Inc
    Atlanta, GA
  • 02/2022 → 04/2022
    Fisher Investments
    Cumming, GA
  • 10/2021 → 02/2022
    Unemployed
    Cumming, GA
  • 04/2026 → Present
    Donaldson Capital Management Llc
    Evansville, IN
  • 05/2022 → 03/2026
    Fis
    Jacksonville, FL
Previous Registrations
  • 2022-02-15 → 2022-04-14
    Fisher Investments
    Cumming, GA
    Plano, TX
  • 2012-03-05 → 2021-10-07
    Td Ameritrade, Inc.
    Fort Worth, TX
    Alpharetta, GA
    Jersey City, NJ
    Jersey City, NJ
    Denver, CO
    Cumming, GA
    Omaha, NE
    Cumming, GA
  • 2012-03-05 → 2017-03-07
    Td Ameritrade Investment Management, Llc
    Alpharetta, GA
  • 2002-10-29 → 2003-09-22
    E*Trade Advisory Services, Inc.
    Rancho Cordova, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
S66 Uniform Combined State Law Examination 2012-03-01
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15
  • S66 Uniform Combined State Law Examination
    2012-03-01

View on SEC IAPD

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Other Offices

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NEW EDGE WEALTH · Alpharetta, GA
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BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
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