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Mollie Irene Caldwell

Donaldson Capital Management LLC

Knoxville, TN

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
TN RA APPROVED 2025-03-24
  • TN RA
    APPROVED
    Since 2025-03-24

Branch Locations

Knoxville, TN • 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
Bank Of America/Merrill Lynch Evansville IN 01/2015 02/2019
Donaldson Capital Management Evansville IN 05/2019 Present
  • 01/2015 → 02/2019
    Bank Of America/Merrill Lynch
    Evansville, IN
  • 05/2019 → Present
    Donaldson Capital Management
    Evansville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-21
Other Names
  • Mollie O'BRien
  • Mollie Irene Obrien

View on SEC IAPD

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