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Current Employers
Donaldson Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-08-16
  • SC RA
    APPROVED
    Since 2024-08-16

Branch Locations

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

Mount Pleasant, SC • 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
Raymond James & Associates, Inc. St. Louis MO 08/2009 09/2016
Mary Institute & St. Louis Country Day School St. Louis MO 03/2010 05/2019
Stifel Nicolaus & Co Inc St. Louis MO 06/2017 08/2021
Unemployed St. Louis MO 10/2016 06/2017
Donaldson Capital Management St. Louis MO 08/2021 Present
  • 08/2009 → 09/2016
    St. Louis, MO
  • 03/2010 → 05/2019
    Mary Institute & St. Louis Country Day School
    St. Louis, MO
  • 06/2017 → 08/2021
    Stifel Nicolaus & Co Inc
    St. Louis, MO
  • 10/2016 → 06/2017
    Unemployed
    St. Louis, MO
  • 08/2021 → Present
    Donaldson Capital Management
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-07
  • S66 Uniform Combined State Law Examination
    2009-10-07
Designations

View on SEC IAPD

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